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Flexshares Tr mornstar upstr shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 48k 40.14
2024-03-31 $1.5M 37k 41.07

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Top funds holding Flexshares Tr mornstar upstr

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

View all funds holding Flexshares Tr mornstar upstr