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Flexshares Tr mornstar upstr shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 32k 43.78
2025-06-30 $1.3M 32k 40.11
2025-03-31 $1.1M 29k 38.81

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View all positions for Transcend Wealth Collective

Top funds holding Flexshares Tr mornstar upstr

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

View all funds holding Flexshares Tr mornstar upstr