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Nu Hldgs Ltd Ord Shs Cl A shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Nu Hldgs Ltd Ord Shs Cl A (NU) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Nu Hldgs Ltd Ord Shs Cl A

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All positions including Nu Hldgs Ltd Ord Shs Cl A held by United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.9k 519 13.36

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Nu Hldgs Ltd Ord Shs Cl A

BlackRock
Baillie Gifford & Co
Morgan Stanley
Capital Research Global Investors
State Street Corporation
FMR
WCM Investment Management
Bank of America Corporation
T. Rowe Price Associates
Technology Crossover Management X
Goldman Sachs Group
Lone Pine Capital
Jennison Associates
Larch Capital Partners
Sands Capital Management

View all funds holding Nu Hldgs Ltd Ord Shs Cl A