Evoke Wealth, LLC GUNR Holdings History
Evoke Wealth, LLC's FlexShares Global Upstream Natural Resources Index Fund Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 3.69 Mil shares of FlexShares Global Upstream Natural Resources Index Fund(GUNR), totaling $143.25 Mil. This investment constitutes 3.74% of their stock portfolio, and Evoke Wealth, LLC now holds 3.07% of the outstanding FlexShares Global Upstream Natural Resources Index Fund(GUNR) stock.
The initial trade took place in 2020Q2. And since then Evoke Wealth, LLC has made 15 purchases of GUNR, at an average price of $37.95, for a total of 10.68 Mil shares. In addition, there have been 5 sales at an average price of $40.74 for 6.99 Mil shares. Based on historical transaction data and GUNR's current price of $40.38, Evoke Wealth, LLC's estimated gain on his GUNR holdings is $28.46 Mil, reflecting a 7.02% gain to date.
Evoke Wealth, LLC GUNR ($40.38) Holding Chart
Evoke Wealth, LLC GUNR ($40.38) 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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