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Flexshares Tr mornstar upstr shares owned by SVA Plumb Wealth Management

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

Historical chart of SVA Plumb Wealth Management investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $380k 12k 32.55

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Visa Com Cl A (V)
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Johnson & Johnson (JNJ)
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JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

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