Wealth Enhancement Advisory Services »

Neuberger Berman Next Genera shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Neuberger Berman Next Genera (NBXG) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Neuberger Berman Next Genera

Tip: Access up to 7 years of quarterly data

All positions including Neuberger Berman Next Genera held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Neuberger Berman Next Genera by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $514k 44k 11.75
2023-12-31 $213k 20k 10.93

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Neuberger Berman Next Genera

Saba Capital Management
City of London Investment Management Company
Lazard Asset Management
UBS Group
Cornerstone Advisors
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Brooklyn Capital Management
Raymond James Financial Services Advisors
Allspring Global Investments Holdings
Advisors Asset Management
Thomas J. Herzfeld Advisors
Berson & Corrado Investment Advisors
Deschutes Portfolio Strategy

View all funds holding Neuberger Berman Next Genera