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Flexshares Tr mornstar upstr shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $492k 12k 41.07
2023-12-31 $491k 12k 40.95
2023-09-30 $485k 12k 40.44
2023-06-30 $503k 13k 40.07
2023-03-31 $530k 13k 42.29
2022-12-31 $545k 13k 43.47

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

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