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Flexshares Tr mornstar upstr shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning 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 Intrepid Financial Planning 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 Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $929k 23k 40.44
2023-06-30 $910k 23k 40.07
2023-03-31 $956k 23k 42.29

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
JPMorgan Chase & Co. (JPM)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Intrepid Financial Planning Group

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