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Flexshares Tr mornstar upstr shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth 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 Madison Wealth 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 Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $436k 11k 41.25

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Ishares Tr Core Div Grwth (DGRO)
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Ishares Tr Core Msci Total (IXUS)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth 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
Pure Financial Advisors

View all funds holding Flexshares Tr mornstar upstr