Axxcess Wealth Management »

Nushares Etf Tr esg us aggrgte shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Nushares Etf Tr esg us aggrgte (NUBD) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Nushares Etf Tr esg us aggrgte

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr esg us aggrgte held by Axxcess 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 Nushares Etf Tr esg us aggrgte by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 51k 22.70
2024-06-30 $1.1M 52k 21.82
2024-03-31 $1.1M 51k 21.97
2023-12-31 $1.1M 49k 22.26
2023-09-30 $592k 28k 21.10

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Nushares Etf Tr esg us aggrgte

Morgan Stanley
First Pacific Financial
Cambridge Investment Research Advisors
Envestnet Portfolio Solutions
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Koss-Olinger Consulting
LPL Financial
Westfuller Advisors
Colony
WCG Wealth Advisors
Vestmark Advisory Solutions
Garrett Investment Advisors
Charter Oak Capital Management

View all funds holding Nushares Etf Tr esg us aggrgte