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Nu Hldgs Ltd Ord Shs Cl A shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Nu Hldgs Ltd Ord Shs Cl A (NU) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Nu Hldgs Ltd Ord Shs Cl A

Tip: Access up to 7 years of quarterly data

All positions including Nu Hldgs Ltd Ord Shs Cl A held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nu Hldgs Ltd Ord Shs Cl A by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.6M 327k 7.89
2023-03-31 $908k 191k 4.76
2022-12-31 $776k 191k 4.07
2022-09-30 $264k 60k 4.40
2022-06-30 $67k 18k 3.71

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Nu Hldgs Ltd Ord Shs Cl A

BlackRock
Sc Us
Capital Research Global Investors
Baillie Gifford & Co
Jpmorgan Chase & Co
Berkshire Hathaway
State Street Corporation
WCM Investment Management
Technology Crossover Management X
Sands Capital Management
Coatue Management
FMR
T. Rowe Price Associates
Bank of America Corporation
Jennison Associates

View all funds holding Nu Hldgs Ltd Ord Shs Cl A