Principia Wealth Advisory, LLC Flexshares Tr Morningstar Glob Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Flexshares Tr Morningstar Glob stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 4,582 shares of GUNR stock, worth $177,415. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,582
Previous 6,883
33.43%
Holding current value
$177,415
Previous $250 Million
33.92%
% of portfolio
0.16%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding GUNR
# of Institutions
304Shares Held
116MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL80.9MShares$3.13 Billion0.43% of portfolio
-
Valmark Advisers, Inc.3.34MShares$129 Million1.9% of portfolio
-
Evoke Wealth, LLC3.25MShares$126 Million3.28% of portfolio
-
1832 Asset Management L.P. Toronto, A62.78MShares$108 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.01MShares$77.8 Million0.01% of portfolio