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Flexshares Tr mornstar upstr shares owned by Carter Financial Group

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 5.1k 43.78
2025-06-30 $200k 5.0k 40.11

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Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Common Fund For Nonprofit Organizations
Evoke Wealth
ValMark Advisers
Morgan Stanley
First Interstate Bank
Moller Financial Services
Goodman & Company, Investment Counsel
NBT Bank
Connable Office
Aaron Wealth Advisors
Versant Capital Management
Hills Bank And Trust Company
Pure Financial Advisors
VPR Management

View all funds holding Flexshares Tr mornstar upstr