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Flexshares Tr mornstar upstr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Flexshares Tr mornstar upstr

2019202020212022202320240100k200k300k400k05k10k
Value ($)Share countHistorical GUNR position of Captrust Financial Advisors Source: stockzoa.comValue ($)Share count

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All positions including Flexshares Tr mornstar upstr held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $425k 10k 41.25
2024-06-30 $267k 6.6k 40.14
2024-03-31 $356k 8.7k 41.07
2023-12-31 $309k 7.5k 40.95
2023-09-30 $266k 6.6k 40.44
2023-06-30 $270k 6.7k 40.07
2023-03-31 $289k 6.8k 42.29
2022-12-31 $301k 6.9k 43.47
2022-06-30 $85k 2.1k 39.66
2022-03-31 $23k 480 47.92
2021-12-31 $18k 454 39.65
2021-09-30 $13k 368 35.33
2021-06-30 $32k 838 38.19
2021-03-31 $26k 728 35.71
2020-12-31 $26k 813 31.98
2020-09-30 $25k 902 27.72
2020-06-30 $25k 902 27.72
2019-09-30 $4.0k 120 33.33
2019-06-30 $4.0k 120 33.33
2019-03-31 $4.0k 120 33.33
2018-12-31 $4.0k 120 33.33
2018-09-30 $4.0k 120 33.33
2018-06-30 $4.0k 120 33.33

More positions owned by Captrust Financial Advisors

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Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Captrust Financial Advisors

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
ValMark Advisers
Evoke Wealth
Goodman & Company, Investment Counsel
Morgan Stanley
NBT Bank
Moller Financial Services
Connable Office
Jane Street
First Interstate Bank
Ameriprise Financial
Hills Bank And Trust Company
Old Mission Capital
Aaron Wealth Advisors
Versant Capital Management

View all funds holding Flexshares Tr mornstar upstr