Forza Wealth Management, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTT and the CUSIP is 33939L506. A total of 100 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Forza Wealth Management, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$324,660
-1.4%
14,0000.0%0.17%
+1.2%
Q2 2023$329,420
-2.6%
14,0000.0%0.17%
-4.6%
Q1 2023$338,380
+2.8%
14,0000.0%0.17%
-20.2%
Q4 2022$329,28014,0000.22%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WEST PACES ADVISORS INC. 768,640$20,053,8188.93%
VeraBank, N.A. 162,375$4,232,0002.98%
Capital Financial Services, LLC 31,500$822,0001.15%
Pinnacle Wealth Management Advisory Group, LLC 128,420$3,350,0001.02%
Ranch Capital Advisors Inc. 47,764$1,246,0000.90%
CABOT WEALTH MANAGEMENT INC 170,406$4,446,0000.68%
Legacy Financial Group LLC 62,025$1,618,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 44,136$1,151,0000.52%
TIEMANN INVESTMENT ADVISORS, LLC 25,630$669,0000.36%
IFG Advisory, LLC 88,574$2,310,0000.32%
View complete list of FLEXSHARES TR shareholders