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Nushares Etf Tr a shares owned by Montis Financial

Quarter-by-quarter ownership of Nushares Etf Tr a (NULG) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Nushares Etf Tr a

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

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Quarterly reported holdings in Nushares Etf Tr a by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $517k 5.2k 99.45
2025-06-30 $497k 5.3k 93.95
2025-03-31 $453k 5.8k 78.28
2024-12-31 $522k 6.1k 85.83

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Nushares Etf Tr a

Tiaa Trust, National Association
LPL Financial
Commonwealth Equity Services
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Cambridge Investment Research Advisors
UBS Group
Ameriprise Financial
Envestnet Portfolio Solutions
RVW Wealth
Beacon Pointe Advisors
Mercer Global Advisors
Coldstream Capital Management
Vestmark Advisory Solutions

View all funds holding Nushares Etf Tr a