Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF comprennent Coldstream Capital Management Inc, Atria Investments Llc, Novare Capital Management Llc, Tcfg Wealth Management, Llc, Parallel Advisors, LLC, et Quaker Wealth Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
