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Flexshares Tr mornstar upstr shares owned by Fort Point Capital Partners

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

Historical chart of Fort Point Capital Partners investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 8.6k 41.25
2024-06-30 $291k 7.3k 40.14
2024-03-31 $298k 7.3k 41.07
2023-12-31 $297k 7.3k 40.95
2023-09-30 $293k 7.3k 40.44

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Freshpet (FRPT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Fort Point Capital Partners

Top funds holding Flexshares Tr mornstar upstr

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

View all funds holding Flexshares Tr mornstar upstr