Litman Gregory Wealth Management LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUBD and the CUSIP is 67092P870. A total of 72 filers reported holding NUSHARES ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$780,511
-3.9%
36,991
+0.2%
0.08%
-19.8%
Q2 2023$811,884
+1.4%
36,929
+0.4%
0.10%
-9.8%
Q4 2022$800,951
-33.8%
36,792
-34.1%
0.11%
-42.0%
Q3 2022$1,209,000
-1.9%
55,856
+3.7%
0.19%
+6.6%
Q2 2022$1,232,000
-5.0%
53,848
+0.1%
0.18%
-4.7%
Q1 2022$1,297,000
-6.7%
53,790
-0.7%
0.19%
-19.5%
Q4 2021$1,390,000
-16.2%
54,145
-15.6%
0.24%
-24.4%
Q3 2021$1,659,000
-34.0%
64,120
+2452.5%
0.31%
-33.5%
Q2 2021$2,512,000
+3.1%
2,512
-97.3%
0.47%
-1.7%
Q1 2021$2,437,000
-2.0%
94,401
+1.7%
0.48%
+4.4%
Q4 2020$2,488,000
-0.0%
92,861
+0.5%
0.46%
-11.1%
Q3 2020$2,489,000
+45.5%
92,396
+46.1%
0.51%
+36.0%
Q2 2020$1,711,000
+31.2%
63,238
+28.6%
0.38%
+15.2%
Q1 2020$1,304,000
+11.2%
49,176
+7.1%
0.33%
+25.7%
Q4 2019$1,173,000
+29.9%
45,915
+30.7%
0.26%
+18.1%
Q3 2019$903,000
+87.7%
35,124
+85.3%
0.22%
+74.0%
Q2 2019$481,000
+4710.0%
18,956
+4467.7%
0.13%
+4133.3%
Q1 2019$10,0000.0%4150.0%0.00%0.0%
Q4 2018$10,0004150.00%
Other shareholders
NUSHARES ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 131,055$3,384,0001.32%
C-J Advisory, Inc. 73,527$1,898,0001.11%
Charter Oak Capital Management, LLC 159,523$4,119,0000.58%
First Pacific Financial 35,904$927,0000.58%
Boston Standard Wealth Management, LLC 66,254$1,709,000,0000.56%
Litman Gregory Wealth Management LLC 94,401$2,437,0000.48%
MISSION WEALTH MANAGEMENT, LP 220,108$5,683,0000.33%
HARVEST GROUP WEALTH MANAGEMENT, LLC 17,167$446,0000.28%
CGN Advisors LLC 27,963$722,0000.26%
WIPFLI FINANCIAL ADVISORS LLC, 16,426$424,119,0000.23%
View complete list of NUSHARES ETF TR shareholders