Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF comprennent rebel Financial LLC, Cerity Partners LLC, Evergreen Capital Management Llc, McAdam, LLC, Atomi Financial Group, Inc., et Harbor Asset Planning, Inc. .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
