TriaGen Wealth Management LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUSC and the CUSIP is 67092P607. A total of 206 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
TriaGen Wealth Management LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$517,599
-5.9%
14,8650.0%0.26%
+4.8%
Q2 2023$549,856
+16.3%
14,865
+11.3%
0.25%
+5.9%
Q1 2023$472,794
+5.7%
13,352
+2.1%
0.24%
-4.0%
Q4 2022$447,109
+11.2%
13,081
+4.4%
0.25%
+11.7%
Q3 2022$402,000
-0.7%
12,530
+1.5%
0.22%
-22.9%
Q2 2022$405,000
-16.3%
12,350
+1.7%
0.29%
+14.7%
Q1 2022$484,000
-10.2%
12,139
-5.4%
0.25%
-5.6%
Q4 2021$539,000
-3.1%
12,836
+0.4%
0.27%
-11.9%
Q3 2021$556,000
-1.4%
12,788
-0.1%
0.30%
+4.1%
Q2 2021$564,000
+6.6%
12,798
+4.0%
0.29%
-4.6%
Q1 2021$529,000
+21.1%
12,305
+7.9%
0.30%
+18.8%
Q4 2020$437,00011,4050.26%
Other shareholders
NUSHARES ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 732,920$29,199,53612.98%
Compass Ion Advisors, LLC 671,804$26,765,0008.28%
IMPACTfolio, LLC 202,633$8,073,0006.01%
Colorado Capital Management, Inc. 123,738$4,929,0003.54%
SILVERHAWK ASSET MANAGEMENT, LLC 92,065$3,668,0002.94%
Laurel Wealth Planning LLC 80,949$3,225,0002.18%
First Pacific Financial 83,969$3,345,0001.72%
Stonehearth Capital Management, LLC 68,718$2,738,0001.42%
Corundum Group, Inc. 37,000$1,474,0001.37%
BSW Wealth Partners 120,510$4,801,0001.21%
View complete list of NUSHARES ETF TR shareholders