WCG Wealth Advisors LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUDM and the CUSIP is 67092P805. A total of 99 filers reported holding NUSHARES ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q2 2024$9,341
+18.9%
300,054
+18.7%
0.69%
+5.5%
Q1 2024$7,853
+11.9%
252,749
+5.9%
0.66%
+27.1%
Q4 2023$7,020
-5.4%
238,607
-2.5%
0.52%
-5.1%
Q3 2023$7,420
+9.7%
244,758
+4.6%
0.54%
-31.1%
Q2 2023$6,761
+22.6%
233,964
+19.3%
0.79%
+11.7%
Q1 2023$5,514
-99.9%
196,084
+3.8%
0.71%
+5.7%
Q4 2022$4,874,928
+20.2%
188,951
+4.0%
0.67%
+24.6%
Q3 2022$4,056,000
-48.7%
181,667
-37.2%
0.54%
-0.7%
Q2 2022$7,905,000289,4320.54%
Other shareholders
NUSHARES ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 32,829$1,019,0002.66%
Evolution Advisers, Inc. 80,535$2,495,0001.84%
IMPACTfolio, LLC 20,976$650,0000.57%
Better Money Decisions, LLC 10,221$317,0000.27%
Brio Consultants, LLC 31,934$990,0000.23%
Monterey Private Wealth, Inc. 13,689$424,0000.21%
Avantax Planning Partners, Inc. 123,295$3,821,0000.16%
Vestmark Advisory Solutions, Inc. 77,954$2,416,0000.14%
Wescott Financial Advisory Group, LLC 7,406$230,0000.12%
Wealth Architects, LLC 16,522$512,0000.09%
View complete list of NUSHARES ETF TR shareholders