Congress Wealth Management LLC / DE / - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUBD and the CUSIP is 67092P870. A total of 91 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
Congress Wealth Management LLC / DE / ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q2 2023$204,152
-1.7%
9,286
-0.1%
0.01%0.0%
Q1 2023$207,649
+2.7%
9,2910.0%0.01%0.0%
Q4 2022$202,262
+0.6%
9,2910.0%0.01%0.0%
Q3 2022$201,000
-16.2%
9,291
-11.5%
0.01%
-16.7%
Q2 2022$240,000
-42.6%
10,503
-39.4%
0.01%
-33.3%
Q1 2022$418,000
+18.8%
17,324
+26.5%
0.01%
+28.6%
Q4 2021$352,00013,6980.01%
Other shareholders
NUSHARES ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 131,055$3,384,0001.32%
C-J Advisory, Inc. 73,527$1,898,0001.11%
Charter Oak Capital Management, LLC 159,523$4,119,0000.58%
First Pacific Financial 35,904$927,0000.58%
Boston Standard Wealth Management, LLC 66,254$1,709,000,0000.56%
Litman Gregory Wealth Management LLC 94,401$2,437,0000.48%
MISSION WEALTH MANAGEMENT, LP 220,108$5,683,0000.33%
HARVEST GROUP WEALTH MANAGEMENT, LLC 17,167$446,0000.28%
CGN Advisors LLC 27,963$722,0000.26%
WIPFLI FINANCIAL ADVISORS LLC, 16,426$424,119,0000.23%
View complete list of NUSHARES ETF TR shareholders