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Flexshares Tr mornstar upstr shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 324 41.07

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iShares TR Ibonds 24 Etf (IBTE)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
Select Sector SPDR Etf (XLE)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg Awr Etf (EAGG)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Ishares Ibonds Dec 2029 Term T (IBTJ)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
iShares TR Ibonds Etf (IBTM)

View all positions for Atlantic Private Wealth

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
ValMark Advisers
Bessemer
Morgan Stanley
Cullen Frost Bankers
NBT Bank
Moller Financial Services
Hills Bank And Trust Company
Connable Office
Jane Street
UBS Group
Ameriprise Financial
Aaron Wealth Advisors
Citizens & Northern Corporation

View all funds holding Flexshares Tr mornstar upstr