Wescott Financial Advisory Group, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUDM and the CUSIP is 67092P805. A total of 93 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$283,609
+11.6%
10,381
+18.3%
0.05%
+15.6%
Q2 2023$254,124
+9.0%
8,775
+5.8%
0.04%
-11.8%
Q1 2023$233,227
-43.8%
8,294
-48.4%
0.05%
-42.7%
Q4 2022$414,658
+86.8%
16,072
+61.4%
0.09%
+43.5%
Q3 2022$222,000
-7.9%
9,956
+4.3%
0.06%
-4.6%
Q2 2022$241,0000.0%9,547
+14.0%
0.06%
+4.8%
Q1 2022$241,000
+4.8%
8,375
+13.1%
0.06%
-47.5%
Q4 2021$230,0007,4060.12%
Other shareholders
NUSHARES ETF TR shareholders Q2 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