Wescott Financial Advisory Group, LLC - 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
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 Q3 2023
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 290,685$9,7647.60%
CGC Financial Services, LLC 132,839$4,462,0563.12%
REGATTA CAPITAL GROUP, LLC 222,761$7,482,5352.37%
LOCKERMAN FINANCIAL GROUP, INC. 23,263$781,4052.10%
O'Brien Wealth Partners LLC 204,970$6,884,9421.98%
Stewardship Advisors, LLC 110,781$3,721,1341.45%
BSW Wealth Partners 171,823$5,771,5361.28%
Evolution Advisers, Inc. 48,878$1,6411.19%
ROPES WEALTH ADVISORS LLC 174,479$5,860,7341.14%
Money Design Co.,Ltd. 501,803$16,8561.02%
View complete list of NUSHARES ETF TR shareholders