IAG Wealth Partners »

Flexshares Tr mornstar upstr shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flexshares Tr mornstar upstr by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 124k 41.07
2023-12-31 $4.4M 108k 40.95
2023-09-30 $15k 374 40.44
2023-06-30 $15k 374 40.07

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
Indexiq Iq MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Vaneck Natural MF Closed and MF Open (HAP)
Jp Morgan MF Closed and MF Open (JMUB)
Spdr Portfolio MF Closed and MF Open (SPTM)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Msci MF Closed and MF Open (CWI)
Pgim Ultra MF Closed and MF Open (PULS)

View all positions for IAG Wealth Partners

Top funds holding Flexshares Tr mornstar upstr

Evoke Wealth
ValMark Advisers
Bessemer
Cullen Frost Bankers
NBT Bank
Hills Bank And Trust Company
Moller Financial Services
Connable Office
UBS Group
Aaron Wealth Advisors
Capital Analysts
Citizens & Northern Corporation
VPR Management
Bank of America Corporation
Wealth Enhancement Advisory Services

View all funds holding Flexshares Tr mornstar upstr