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Flexshares Tr mornstar upstr shares owned by Capital Wealth Management

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

Historical chart of Capital 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 Capital 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 Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 192k 41.07
2023-12-31 $9.8M 238k 40.95
2023-09-30 $11M 272k 40.44
2023-06-30 $12M 295k 40.07
2023-03-31 $12M 290k 42.29
2022-12-31 $1.2M 29k 43.47

More positions owned by Capital Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Msci Eafe Smcp (HSCZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr Index Shs Fds S&p North Amer (NANR)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Capital 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