Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF includono rebel Financial LLC, Joel Adams & Associates, Inc., Investor's Fiduciary Advisor Network, 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 547.029 | 2,93 | 19.720 | 8,46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6.680 | 108,36 | 241 | 120,18 | ||||
| 2025-07-18 | 13F | Vicus Capital | 9.643 | 0,73 | 348 | 6,12 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 236 | 3,96 | 9 | 14,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 217 | 102,80 | 8 | 133,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6.992 | 8,44 | 252 | 14,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24.747 | 27,70 | 892 | 34,59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26.583 | 3,40 | 958 | 8,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 278.749 | 4,58 | 10.049 | 10,20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.980 | 107 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 7.269 | 10,17 | 262 | 16,44 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 446.116 | 9,51 | 16.082 | 15,40 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 96.611 | 9,36 | 3.460 | 15,38 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14.818 | 118,88 | 534 | 131,17 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 63.582 | 0,35 | 2.175 | -5,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13.446 | 485 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.916 | 34,08 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 18.438 | 1,65 | 665 | 7,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 530 | 1,53 | 19 | 11,76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.660 | 18,69 | 276 | 25,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.294 | 3,10 | 83 | 7,89 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41.847 | 183,98 | 1.509 | 199,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 318 | 11 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7.852 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 538.787 | 3,94 | 19.423 | 9,53 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.018 | 19,34 | 37 | 24,14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9.522 | 169,82 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 136.996 | 7,03 | 4.939 | 12,79 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 13.723 | 11,20 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 7.915 | 24,53 | 285 | 31,34 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14.503 | 258,45 | 523 | 278,26 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 38.115 | 0,40 | 1.374 | 5,86 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 27.485 | 2,02 | 991 | 7,49 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 9.491 | 1,38 | 342 | 6,88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 35.710 | 0,74 | 1.287 | 6,19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29.298 | 12,08 | 1.056 | 18,12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.373 | 17,55 | 49 | 25,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15.827 | 19,97 | 571 | 26,39 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8.225 | 25,67 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 6.540 | 4,11 | 236 | 9,81 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 29.542 | 1.065 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 9.686 | 349 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.463.546 | 2,13 | 52.761 | 7,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.829 | 20,49 | 66 | 27,45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12.721 | 0,32 | 459 | 5,77 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8.611 | 4,21 | 310 | 9,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20.040 | 10,59 | 722 | 16,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17.473 | 2,21 | 630 | 7,71 |
