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Flexshares Tr mornstar upstr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 237k 41.25
2024-06-30 $10M 250k 40.14
2024-03-31 $11M 256k 41.07
2023-12-31 $9.8M 238k 40.95

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
ValMark Advisers
Goodman & Company, Investment Counsel
Morgan Stanley
NBT Bank
Moller Financial Services
Hills Bank And Trust Company
Cullen Frost Bankers
Connable Office
Aaron Wealth Advisors
VPR Management
Citizens & Northern Corporation
Versant Capital Management
Enterprise Bank & Trust

View all funds holding Flexshares Tr mornstar upstr