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Flexshares Tr mornstar upstr shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Aspen Grove Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 37k 40.95
2023-09-30 $1.5M 37k 40.44
2023-06-30 $1.5M 37k 40.07
2023-03-31 $1.6M 37k 42.29

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Valley National Ban (VLY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
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Amazon (AMZN)
International Business Machines (IBM)
Spdr Ser Tr S&p Divid Etf (SDY)
Lululemon Athletica (LULU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Msci Mexico Etf (EWW)
Microsoft Corporation (MSFT)

View all positions for Aspen Grove Capital

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