Fort Point Capital Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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 (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

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