Concord Wealth Partners - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NULV and the CUSIP is 67092P300. A total of 201 filers reported holding NUSHARES ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$4,177,790
-12.2%
124,376
-9.4%
0.89%
-13.3%
Q2 2023$4,756,371
+7.3%
137,269
+5.5%
1.02%
-18.6%
Q1 2023$4,431,894
-2.2%
130,082
-1.8%
1.26%
-7.7%
Q4 2022$4,533,376
+14.9%
132,400
+3.6%
1.36%
+8.9%
Q3 2022$3,946,000
-13.3%
127,817
-6.2%
1.25%
+0.2%
Q2 2022$4,551,000
-3.6%
136,333
+9.8%
1.25%
+2.3%
Q1 2022$4,722,000
+14.3%
124,157
+16.8%
1.22%
+20.9%
Q4 2021$4,133,000
+66.0%
106,318
+60.1%
1.01%
-0.9%
Q3 2021$2,490,000
+90.4%
66,421
+91.7%
1.02%
+172.0%
Q2 2021$1,308,00034,6400.38%
Other shareholders
NUSHARES ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
TIFF ADVISORY SERVICES, LLC 160,759$5,295,0001.74%
Stewardship Advisors, LLC 92,802$3,057,0001.24%
Walkner Condon Financial Advisors LLC 57,798$1,904,0000.82%
Harborview Advisors, LLC 25,625$844,0000.56%
TIAA, FSB 3,579,846$117,920,0000.44%
MBE Wealth Management, LLC 18,234$600,0000.41%
Strategic Point Investment Advisors, LLC 41,695$1,363,0000.38%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 35,243$1,161,0000.29%
Colorado Capital Management, Inc. 11,391$374,0000.27%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 103,971$3,425,0000.26%
View complete list of NUSHARES ETF TR shareholders