Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF includono rebel Financial LLC, Crux Wealth Advisors, Modern Wealth Management, LLC, Savvy Advisors, Inc., Betterment LLC, Riverwater Partners LLC, Snider Financial Group, Stephens Consulting, LLC, Scarborough Advisors, LLC, e Harbor Asset Planning, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20.244 | 20,90 | 849 | 25,26 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 106.247 | 11,01 | 4.454 | 14,92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.208 | 62,34 | 218 | 68,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14.868 | 7,45 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.362.650 | 3,94 | 57.115 | 7,60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19.521 | 14,24 | 818 | 18,38 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24.069 | 14,10 | 1.009 | 18,03 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13.746 | 8,45 | 576 | 12,28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 650 | 4,33 | 27 | 8,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5.360 | 225 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19.473 | 1,95 | 816 | 5,56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 173.881 | 0,45 | 7.288 | 3,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13.570.368 | 0,31 | 568.802 | 3,84 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 17.195 | 5,82 | 721 | 9,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 380 | 1,33 | 16 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178.114 | 0,44 | 7.466 | 8,69 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 100.000 | 17,65 | 4.192 | 21,80 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9.897 | 415 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 10.074 | 5,19 | 422 | 9,04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13.749 | 4,67 | 576 | 8,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 210.701 | 2,37 | 8.832 | 5,98 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 30.075 | 32,05 | 1.261 | 36,66 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5.036 | 0,40 | 211 | 3,94 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42.551 | 4,56 | 1.784 | 8,26 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 272.488 | 0,63 | 11.421 | 4,18 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 9.502 | 5,98 | 398 | 9,64 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4.882 | 205 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5.698 | 2,11 | 239 | 5,78 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 9.229 | 3,64 | 387 | 10,60 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 346.229 | 1,04 | 14.512 | 4,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35.723 | 5,74 | 1.497 | 9,51 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 52.599 | 0,06 | 2.205 | 3,57 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 20.516 | 3,45 | 860 | 7,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 235.930 | 3,76 | 9.888 | 7,40 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 134.719 | 2,26 | 5.647 | 5,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11.430 | 5,49 | 479 | 9,36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38.197 | 109,02 | 1.603 | 119,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 476.260 | 1,69 | 20 | 5,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 218.916 | 0,61 | 9.176 | 4,14 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12.732 | 6,79 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 326.257 | 0,62 | 13.675 | 4,17 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 335.129 | 7,89 | 14.047 | 11,69 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4.292.766 | 11,18 | 179.931 | 15,10 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 90.354 | 3.787 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27.762 | 3,70 | 1.164 | 7,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 34.898 | 571,12 | 1 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 89.026 | 4,33 | 3.732 | 8,02 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 43.879 | 0,43 | 1.839 | 3,96 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24.439 | 105,54 | 1.024 | 112,89 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2.750 | 16,82 | 115 | 21,05 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12.792 | 79,36 | 536 | 95,62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6.480 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 450.848 | 122,05 | 18.897 | 129,86 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11.256 | 0,14 | 472 | 9,28 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 24.343 | 0,69 | 1.033 | 15,55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3.097 | 19,58 | 130 | 24,04 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 27.630 | 16,82 | 1.158 | 21,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20.428 | 856 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11.584 | 1,87 | 486 | 5,43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113.372 | 23,15 | 4.752 | 27,50 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2.905 | 12,08 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2.148 | 0,14 | 90 | 4,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44.035 | 10,70 | 1.846 | 14,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 100.953 | 7,28 | 4.231 | 11,05 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10.747 | 0,34 | 450 | 9,49 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1.902 | 18,88 | 80 | 23,44 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4.814 | 0 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17.077 | 0,01 | 716 | 3,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75.523 | 2,75 | 3.166 | 6,35 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 14.220 | 2,45 | 596 | 6,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26.552 | 68,65 | 1.113 | 74,57 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9.141 | 0,30 | 383 | 3,79 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 56.727 | 21,36 | 2.378 | 25,63 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56.813 | 5,91 | 2.381 | 9,67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14.539 | 0,32 | 609 | 3,92 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11.851 | 8,66 | 497 | 12,47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.392 | 37,55 | 58 | 45,00 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 10.643 | 1,02 | 446 | 4,69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 680 | 57,04 | 28 | 64,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63.076 | 154,50 | 2.626 | 161,71 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 23.056 | 21,08 | 966 | 25,29 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24.260 | 3,10 | 1.017 | 6,72 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 54.840 | 4,67 | 2.299 | 8,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.576 | 226 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19.547 | 0,72 | 1 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5.646 | 237 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9.051 | 4,87 | 386 | 13,24 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 181.748 | 0,18 | 7.618 | 3,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5.386 | 226 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12.317 | 6,13 | 516 | 10,02 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 73 | 3 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 21.249 | 1,43 | 891 | 4,95 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 7.653 | 8,09 | 321 | 11,89 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 6.230 | 261 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 26.400 | 1,92 | 1.107 | 5,53 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6.138 | 6,53 | 257 | 10,34 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 32.129 | 0,08 | 1.347 | 3,62 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 61.422 | 0,18 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 117.586 | 9,93 | 4.929 | 13,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 34.225 | 5,26 | 1.435 | 8,97 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 15.917 | 5,89 | 667 | 9,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15.702 | 0,61 | 658 | 4,28 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 189 | 8 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 431 | 87,39 | 18 | 100,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7.160 | 17,59 | 300 | 21,95 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 91.145 | 3.820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 67.427 | 3 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 35.879 | 3,90 | 1.529 | 9,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57.772 | 2,69 | 2.422 | 6,32 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21.229 | 4,27 | 890 | 7,89 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9.921 | 60,12 | 416 | 66,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8.712 | 27,72 | 365 | 32,25 |
