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Nushares Etf Tr a shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Nushares Etf Tr a (NULG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Nushares Etf Tr a

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr a held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr a by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $720k 10k 69.47
2023-09-30 $321k 5.4k 59.97
2023-06-30 $336k 34k 9.77
2022-06-30 $114k 2.4k 48.00

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Nushares Etf Tr a

Bank of America Corporation
Tiaa Trust, National Association
Commonwealth Equity Services
Cambridge Investment Research Advisors
UBS Group
Refined Wealth Management
Lido Advisors
Envestnet Portfolio Solutions
Money Design
RVW Wealth
Raymond James Financial Services Advisors
HighTower Advisors
Wealth Enhancement Advisory Services
Mission Wealth Management
Vestmark Advisory Solutions

View all funds holding Nushares Etf Tr a