Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF includono Coldstream Capital Management Inc, Atria Investments Llc, Novare Capital Management Llc, Tcfg Wealth Management, Llc, Parallel Advisors, LLC, e Quaker Wealth Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Novare Capital Management Llc | 12.072 | 269 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.162 | 30,01 | 48 | 33,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.498.260 | 7,07 | 33.351 | 7,43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 33.556 | 34,82 | 747 | 35,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 58.361 | 1.299 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 55.194 | 0,26 | 1.229 | 0,57 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10.718 | 8,44 | 236 | 8,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 481.528 | 6,12 | 10.719 | 6,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 148.439 | 0,51 | 3.304 | 0,85 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 30.567 | 13,53 | 680 | 13,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.355 | 0,39 | 97 | 2,13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30.755 | 36,60 | 685 | 37,07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9.680 | 215 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2.440 | 0,99 | 54 | 1,89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 91.391 | 9,94 | 2.034 | 10,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 81.022 | 0,70 | 1.804 | 1,01 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 5.016 | 51,27 | 112 | 52,05 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 309.097 | 39,63 | 6.881 | 40,09 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 307.916 | 1,00 | 6.854 | 1,35 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 19.098 | 3,09 | 425 | 3,66 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42.524 | 197,37 | 947 | 198,42 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1.054.279 | 0,65 | 23.468 | 0,99 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 549.543 | 13,68 | 12.233 | 14,06 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 369.935 | 18,11 | 8.235 | 18,51 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 49.631 | 11,82 | 1.105 | 12,20 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15.721 | 0,92 | 350 | 1,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7.633 | 45,17 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33.924 | 0,20 | 755 | 0,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146.539 | 6,27 | 3.262 | 6,64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 13.867 | 34,67 | 309 | 35,09 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 799.770 | 130,71 | 17.803 | 131,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 46.796 | 2.736,12 | 1.041 | 2.788,89 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9.602 | 1,02 | 214 | 1,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9.450 | 210 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 20.133 | 7,58 | 448 | 7,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39.800 | 886 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.920 | 1,01 | 243 | 1,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 48.367 | 1.077 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2.695 | 60 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14.036 | 23,72 | 312 | 24,30 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 108.626 | 20,87 | 2.418 | 21,32 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 48.367 | 2,26 | 1.073 | 4,08 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 119.617 | 36,14 | 2.663 | 38,91 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 741.144 | 0,99 | 16.498 | 1,33 |
