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Flexshares Tr mornstar upstr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 153k 41.07

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Spdr S&p 500 Etf Trust Ee (SPY)
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iShares S&P Mid Cap Index Ez (IJH)
Amazon CS (AMZN)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Vanguard FTSE Developed Mkts E Ee (VEA)
Nvidia Corp CS (NVDA)
iShares S&P Barra Value Index Ez (IVE)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Russell 1000 Growth In Ez (IWF)
iShares Core MSCI EAFE Ez (IEFA)
SPDR S&P Mid Cap 400 ETF Ee (MDY)

View all positions for MAI Wealth Advisors

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