Wescott Financial Advisory Group, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NULV and the CUSIP is 67092P300. A total of 199 filers reported holding NUSHARES ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$350,277
+15.6%
10,428
+19.2%
0.06%
+18.5%
Q2 2023$303,014
+9.3%
8,745
+7.4%
0.05%
-10.0%
Q1 2023$277,296
+0.6%
8,139
+1.1%
0.06%
+1.7%
Q4 2022$275,769
-7.5%
8,054
-16.5%
0.06%
-28.9%
Q3 2022$298,000
-3.9%
9,648
+4.0%
0.08%
-1.2%
Q2 2022$310,000
+8.8%
9,280
+23.9%
0.08%
+15.1%
Q1 2022$285,000
+9.6%
7,490
+11.9%
0.07%
-45.5%
Q4 2021$260,000
+25.6%
6,695
+21.2%
0.13%
+14.5%
Q3 2021$207,0005,5230.12%
Other shareholders
NUSHARES ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Forefront Analytics, LLC 652,028$22,325,50411.90%
Laurel Wealth Planning LLC 475,903$16,294,91910.51%
Stewardship Advisors, LLC 231,597$7,929,8813.19%
LOCKERMAN FINANCIAL GROUP, INC. 31,307$1,071,9523.13%
DeDora Capital, Inc. 158,089$5,412,9752.57%
Perella Weinberg Partners Capital Management LP 402,688$13,788,0372.23%
REGATTA CAPITAL GROUP, LLC 160,252$5,487,0201.95%
Fund Evaluation Group, LLC 431,841$14,7861.90%
Concord Wealth Partners 132,400$4,533,3761.36%
Evolution Advisers, Inc. 48,366$1,6561.29%
View complete list of NUSHARES ETF TR shareholders