Mascoma Wealth Management LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NULV and the CUSIP is 67092P300. A total of 3 filers reported holding NUSHARES ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$1,667,329
-7.3%
49,638
-2.1%
0.52%
-5.4%
Q2 2023$1,799,203
-4.7%
50,725
-7.7%
0.55%
-0.2%
Q1 2023$1,887,177
+9.5%
54,972
+9.2%
0.55%
+0.9%
Q4 2022$1,723,401
+19.1%
50,333
+7.4%
0.55%
+9.2%
Q3 2022$1,447,000
+3.2%
46,870
+11.6%
0.50%
+4.6%
Q2 2022$1,402,000
+166.0%
41,988
+203.0%
0.48%
+185.1%
Q1 2022$527,00013,8590.17%
Other shareholders
NUSHARES ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 236,629$8,871,0003.36%
Perella Weinberg Partners Capital Management LP 367,767$13,788,0002.10%
Concord Wealth Partners 66,421$2,490,0001.02%
Laurel Wealth Planning LLC 27,066$1,015,0000.82%
MARINO, STRAM & ASSOCIATES LLC 59,170$2,218,0000.77%
Addison Advisors LLC 21,590$809,0000.65%
Harborview Advisors, LLC 29,901$1,121,0000.63%
Walkner Condon Financial Advisors LLC 30,899$1,157,0000.57%
Strategic Point Investment Advisors, LLC 61,634$2,311,0000.57%
TIAA, FSB 3,592,371$134,678,0000.47%
View complete list of NUSHARES ETF TR shareholders