Heritage Wealth Management »

Nu Hldgs Ltd Ord Shs Cl A shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Nu Hldgs Ltd Ord Shs Cl A by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $137k 10k 13.65

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Nu Hldgs Ltd Ord Shs Cl A

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

View all funds holding Nu Hldgs Ltd Ord Shs Cl A