BerganKDV Wealth Management, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUBD and the CUSIP is 67092P870. A total of 47 filers reported holding NUSHARES ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q2 2023$5,313,269
+28.0%
241,677
+30.1%
0.53%
+24.3%
Q1 2023$4,151,152
+18.1%
185,738
+15.1%
0.43%
+12.3%
Q4 2022$3,514,370
-9.5%
161,434
-10.0%
0.38%
-18.1%
Q3 2022$3,883,000
+0.8%
179,338
+6.4%
0.46%
+5.4%
Q2 2022$3,854,000
-5.4%
168,509
-0.3%
0.44%
+1.1%
Q1 2022$4,075,000
-4.3%
168,951
+1.9%
0.44%
-2.0%
Q4 2021$4,258,000
+28.4%
165,834
+29.4%
0.44%
+18.4%
Q3 2021$3,317,000
+129.1%
128,184
+130.8%
0.38%
+118.6%
Q2 2021$1,448,000
+11.1%
55,532
+10.1%
0.17%
+3.0%
Q1 2021$1,303,000
+757.2%
50,454
+790.2%
0.17%
+695.2%
Q4 2020$152,000
-0.7%
5,6680.0%0.02%
-12.5%
Q3 2020$153,0005,6680.02%
Other shareholders
NUSHARES ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 134,607$3,606,0001.56%
C-J Advisory, Inc. 64,912$1,739,0001.08%
First Pacific Financial 57,280$1,535,0000.94%
Boston Standard Wealth Management, LLC 58,206$1,559,000,0000.58%
Charter Oak Capital Management, LLC 125,401$3,359,0000.51%
Litman Gregory Wealth Management LLC 92,861$2,488,0000.46%
CGN Advisors LLC 35,414$949,0000.38%
MISSION WEALTH MANAGEMENT, LP 167,274$4,481,0000.28%
CX Institutional 68,586$1,837,0000.18%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,947$240,0000.14%
View complete list of NUSHARES ETF TR shareholders