Clear Perspectives Financial Planning, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NULV and the CUSIP is 67092P300. A total of 140 filers reported holding NUSHARES ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q1 2023$1,567
-47.4%
46
-47.1%
0.00%
-50.0%
Q4 2022$2,979
-0.7%
870.0%0.00%
+100.0%
Q3 2022$3,000
-94.5%
87
-94.7%
0.00%
-95.2%
Q2 2022$55,000
-98.6%
1,657
-98.4%
0.02%
-98.6%
Q1 2022$3,858,000
-15.2%
101,453
-13.4%
1.46%
-20.5%
Q4 2021$4,551,000
+1480.2%
117,090
+1423.0%
1.84%
+1315.4%
Q3 2021$288,000
+16.6%
7,688
+17.6%
0.13%
+9.2%
Q2 2021$247,0006,5380.12%
Other shareholders
NUSHARES ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TIFF ADVISORY SERVICES, LLC 84,260$2,450,0001.19%
Walkner Condon Financial Advisors LLC 53,007$1,541,0000.82%
Harborview Advisors, LLC 22,430$652,0000.50%
TIAA, FSB 3,321,620$96,593,0000.43%
Colorado Capital Management, Inc. 11,391$331,0000.27%
Strategic Point Investment Advisors, LLC 58,240$1,681,0000.27%
Avantax Planning Partners, Inc. 150,473$4,376,0000.23%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 83,508$2,428,0000.21%
Kelman-Lazarov, Inc. 12,216$355,0000.16%
BRYN MAWR TRUST Co 86,060$2,503,0000.12%
View complete list of NUSHARES ETF TR shareholders