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Get Institutions for : 
Nushares Esg Us Aggregate Bond Etf (NUBD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 94    5
Total shares held : 
8,799,395  
% of shares held : 
13.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
953,328  
% of shares held change : 
  1.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 780,987
 8.88%
 
Increased Positions :
41
 939,038
 10.67%
 
Unchanged Positions :
14
 226,797
 2.58%
 
Decreased Positions :
32
-290,881
-3.31%
 
Closed Positions :
12
-475,816
-5.41%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MAYPORT LLC 21 - 2024-03-31 94,104 $2,067,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 73 - 2024-03-31 44,276 $973,000 0
   Cable Hill Partners LLC 35 - 2024-03-31 42,087 $929,000 0
   Coastal Capital Group Inc. 57 - 2023-06-30 17,724 $390,000 0
   DAVIDSON D A & CO 1044 - 2023-12-31 16,885 $376,000 0
   Bear Mountain Capital Inc. 36 - 2024-03-31 16,691 $358,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2233 - 2023-12-31 15,657 $349,000 0
   Stratos Wealth Partners LTD. 1098 - 2024-03-31 13,195 $290,000 0
   Canal Capital Management LLC 132 - 2024-03-31 11,350 $249,000 0
   Stordahl Capital Management Inc. 49 - 2024-03-31 10,229 $225,000 0
   STONNINGTON GROUP LLC 227 - 2023-03-31 9,300 $208,000 0
   Baldrige Asset Management LLC 160 - 2023-03-31 3,033 $68,000 0
   IAG Wealth Partners LLC 151 - 2024-03-31 2,799 $61,000 0
   EverSource Wealth Advisors LLC 1014 - 2023-12-31 1,666 $37,000 0
   FRANKLIN RESOURCES INC 2489 - 2023-12-31 1,144 $25,000 0
   PROFFITT & GOODSON INC 199 - 2024-03-31 386 $8,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1216 - 2024-03-31 328 $7,000 0
   Emerald Investment Partners LLC 442 - 2024-03-31 283 $6,000 0
   SMITHFIELD TRUST CO 984 - 2024-03-31 151 $3,000 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 136 - 2023-03-31 70 $2,000 0
   PROEQUITIES INC. 5843 - 2024-03-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
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