BerganKDV Wealth Management, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMV and the CUSIP is 67092P508. A total of 49 filers reported holding NUSHARES ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q2 2023$1,280,668
+69.2%
43,222
+63.9%
0.13%
+64.1%
Q1 2023$756,932
+20.6%
26,374
+25.0%
0.08%
+14.7%
Q4 2022$627,457
-6.9%
21,091
-11.2%
0.07%
-16.0%
Q3 2022$674,000
+2.6%
23,763
+10.8%
0.08%
+8.0%
Q2 2022$657,000
-14.2%
21,446
+0.8%
0.08%
-8.5%
Q1 2022$766,000
+0.7%
21,275
+3.2%
0.08%
+3.8%
Q4 2021$761,000
+22.2%
20,606
+20.0%
0.08%
+11.3%
Q3 2021$623,000
+75.0%
17,173
+74.8%
0.07%
+69.0%
Q2 2021$356,000
+22.3%
9,823
+16.1%
0.04%
+13.5%
Q1 2021$291,000
+1222.7%
8,460
+1063.7%
0.04%
+1133.3%
Q4 2020$22,000
+15.8%
7270.0%0.00%0.0%
Q3 2020$19,0007270.00%
Other shareholders
NUSHARES ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 696,755$19,801,7846.55%
Laurel Wealth Planning LLC 144,384$4,1442.74%
WRAPMANAGER INC 101,653$2,917,4590.90%
REGATTA CAPITAL GROUP, LLC 65,073$1,935,9210.69%
Carson Advisory Inc. 23,670$679,3270.60%
Fingerlakes Wealth Management, Inc. 15,586$447,3290.56%
HARVEST GROUP WEALTH MANAGEMENT, LLC 18,276$524,5190.33%
TIAA, FSB 2,636,633$75,671,1040.28%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 203,346$5,836,0220.25%
Addison Advisors LLC 14,347$411,7580.23%
View complete list of NUSHARES ETF TR shareholders