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Flexshares Tr mornstar upstr shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 5.7k 41.07
2023-12-31 $281k 6.9k 40.95
2023-09-30 $279k 6.9k 40.44
2023-06-30 $2.4M 60k 40.07
2023-03-31 $2.8M 66k 42.29
2022-12-31 $2.8M 63k 43.47
2022-09-30 $2.7M 73k 37.59
2022-06-30 $3.4M 85k 39.67
2022-03-31 $4.1M 87k 46.83
2021-12-31 $3.5M 88k 39.50
2021-09-30 $3.1M 85k 36.60
2021-06-30 $3.7M 97k 38.29