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Flexshares Tr mornstar upstr shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth 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 Principia Wealth 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $156k 3.9k 40.10
2025-03-31 $165k 4.6k 36.09
2024-12-31 $250k 6.9k 36.36

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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Common Fund For Nonprofit Organizations
Evoke Wealth
ValMark Advisers
First Interstate Bank
Moller Financial Services
Goodman & Company, Investment Counsel
Connable Office
NBT Bank
Aaron Wealth Advisors
Versant Capital Management
Hills Bank And Trust Company
Pure Financial Advisors
VPR Management
Barry Investment Advisors

View all funds holding Flexshares Tr mornstar upstr