Neumann Capital Management, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMG and the CUSIP is 67092P409. A total of 1 filers reported holding NUSHARES ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Neumann Capital Management, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$335,806
-6.1%
9,1600.0%0.15%
-1.4%
Q2 2023$357,515
+5.3%
9,160
+3.2%
0.15%
-0.7%
Q1 2023$339,482
+8.6%
8,8800.0%0.15%
+1.4%
Q4 2022$312,576
+35.9%
8,880
+27.2%
0.15%
+24.6%
Q3 2022$230,000
-19.0%
6,980
-15.7%
0.12%
-18.1%
Q2 2022$284,000
+1.8%
8,280
+30.0%
0.14%
+21.0%
Q1 2022$279,000
+39.5%
6,370
+56.5%
0.12%
+46.9%
Q4 2021$200,000
-9.5%
4,0700.0%0.08%
-18.2%
Q3 2021$221,0004,0700.10%
Other shareholders
NUSHARES ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
High Note Wealth, LLC 144,300$7,887,0002.86%
Stewardship Advisors, LLC 78,141$4,271,0001.60%
LFA - Lugano Financial Advisors SA 41,914$2,291,0001.44%
WRAPMANAGER INC 95,891$5,241,0001.35%
TIEDEMANN ADVISORS, LLC 551,890$30,170,0001.21%
Parcion Private Wealth LLC 111,855$6,114,0000.61%
Grant/GrossMendelsohn, LLC 11,936$642,0000.54%
Braun-Bostich & Associates Inc. 4,234$231,0000.42%
Harborview Advisors, LLC 11,992$655,0000.37%
RETIREMENT CAPITAL STRATEGIES 15,017$821,0000.31%
View complete list of NUSHARES ETF TR shareholders