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Flexshares Tr mornstar upstr shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 23k 43.78
2025-06-30 $921k 23k 40.11
2025-03-31 $773k 20k 38.81

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View all positions for Concurrent Investment Advisors

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