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Flexshares Tr mornstar upstr shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.6k 64 40.14
2024-03-31 $2.6k 64 41.06

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Apple Common Stock (AAPL)
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Amazon Common Stock (AMZN)
Indexiq Iq MF Closed and MF Open (HFXI)
Vanguard Growth MF Closed and MF Open (VUG)
Vanguard Small MF Closed and MF Open (VB)
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Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Meta Platforms Common Stock (META)
Schwab Us MF Closed and MF Open (SCHX)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
ValMark Advisers
Goodman & Company, Investment Counsel
Morgan Stanley
NBT Bank
Moller Financial Services
Hills Bank And Trust Company
Cullen Frost Bankers
Connable Office
Aaron Wealth Advisors
VPR Management
Citizens & Northern Corporation
Versant Capital Management
Enterprise Bank & Trust

View all funds holding Flexshares Tr mornstar upstr