Number of Shares
395,851.00
Current Holdings Value*
$15.88 Mil
% of Portfolio
3.95%
Total Estimate Gain
$734,401.84
% of Total Estimate Gain
4.63%

Barry Investment Advisors, LLC's FlexShares Global Upstream Natural Resources Index Fund Holding Summary

As of 2025-06-30, Barry Investment Advisors, LLC held 395,851.00 shares of FlexShares Global Upstream Natural Resources Index Fund(GUNR), totaling $15.88 Mil. This investment constitutes 3.95% of their stock portfolio, and Barry Investment Advisors, LLC now holds 0.34% of the outstanding FlexShares Global Upstream Natural Resources Index Fund(GUNR) stock.

The initial trade took place in 2023Q2. And since then Barry Investment Advisors, LLC has made 8 purchases of GUNR, at an average price of $39.93, for a total of 397,271.00 shares. In addition, there have been 1 sales at an average price of $39.40 for 1,420.00 shares. Based on historical transaction data and GUNR's current price of $41.79, Barry Investment Advisors, LLC's estimated gain on his GUNR holdings is $734,401.84, reflecting a 4.63% gain to date.

Barry Investment Advisors, LLC GUNR ($41.79) Holding Chart

Barry Investment Advisors, LLC GUNR ($41.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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