BerganKDV Wealth Management, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMV and the CUSIP is 67092P508. A total of 101 filers reported holding NUSHARES ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 816,773$23,220,8457.19%
WRAPMANAGER INC 106,301$3,022,1650.97%
REGATTA CAPITAL GROUP, LLC 101,972$2,899,0750.92%
Fingerlakes Wealth Management, Inc. 17,711$503,5320.62%
Carson Advisory Inc. 23,170$658,7230.58%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 243,707$6,928,5900.27%
TIAA TRUST, NATIONAL ASSOCIATION 2,393,738$68,053,9710.24%
Opes Wealth Management LLC 29,760$846,0770.23%
Addison Advisors LLC 15,892$451,8100.21%
Neumann Capital Management, LLC 12,930$367,6000.16%
View complete list of NUSHARES ETF TR shareholders