Flexshares Tr mornstar upstr shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Flexshares Tr mornstar upstr
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Quarterly reported holdings in Flexshares Tr mornstar upstr by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $257k | 6.2k | 41.25 |
| 2024-06-30 | $272k | 6.6k | 41.31 |
| 2024-03-31 | $272k | 6.6k | 41.07 |
| 2023-12-31 | $271k | 6.6k | 40.95 |
| 2023-09-30 | $274k | 6.8k | 40.44 |
| 2023-06-30 | $268k | 6.7k | 40.07 |
| 2023-03-31 | $307k | 7.3k | 42.29 |
| 2022-12-31 | $371k | 8.5k | 43.47 |
| 2022-09-30 | $409k | 11k | 37.62 |
| 2022-06-30 | $1.6M | 40k | 39.67 |
| 2022-03-31 | $2.5M | 52k | 46.83 |