Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF includono rebel Financial LLC, Cerity Partners LLC, Evergreen Capital Management Llc, McAdam, LLC, Atomi Financial Group, Inc., 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 | Aptus Capital Advisors, LLC | 107 | 64,62 | 5 | 150,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.075 | 54,83 | 149 | 74,12 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7.314 | 28,54 | 354 | |||||
| 2025-07-18 | 13F | Vicus Capital | 22.267 | 0,18 | 1.079 | 13,12 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7.165 | 347 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 472.802 | 9,72 | 22.907 | 23,86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8.265 | 52,63 | 400 | 72,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4.750 | 230 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 191 | 4,37 | 9 | 28,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 347.720 | 4,70 | 16.847 | 18,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16.031 | 781 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 224.357 | 8,11 | 10.870 | 22,04 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.242 | 109 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.138 | 17,16 | 297 | 32,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8.001 | 119,75 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4.328 | 210 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 14.002 | 4,26 | 601 | -5,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17.571 | 177,93 | 862 | 218,08 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 10.244 | 37,10 | 496 | 55,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5.030 | 244 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55.010 | 9,87 | 2.641 | 23,01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9.481 | 0,43 | 459 | 13,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 142.475 | 13,38 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.521 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.412 | 12,66 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2.995 | 1,08 | 145 | 14,17 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 12.200 | 1,67 | 591 | 14,98 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 8.757 | 19,26 | 424 | 34,60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 382.679 | 7,16 | 18.541 | 20,96 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.058 | 100 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 37.521 | 0,68 | 1.818 | 13,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7.149 | 9,20 | 346 | 23,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11.089 | 108,40 | 537 | 135,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.109.271 | 1,28 | 53.744 | 14,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 790.108 | 0,39 | 38.281 | 13,33 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10.207 | 19,62 | 495 | 34,97 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37.704 | 5,70 | 1.827 | 19,35 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 24.482 | 3,15 | 1.186 | 16,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.175 | 37,43 | 57 | 40,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.348 | 211 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 154 | |||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13.048 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 22.010 | 1.066 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 179 | 18,54 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5.358 | 6,06 | 260 | 19,91 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 268.035 | 30,74 | 12.995 | 47,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15.659 | 6,25 | 759 | 19,94 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11.951 | 39,88 | 579 | 58,20 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 8.056 | 390 |
