Confluence Wealth Services »

Nushares Etf Tr a shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Nushares Etf Tr a (NULV) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Nushares Etf Tr a

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr a held by Confluence Wealth Services 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 a by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 9.3k 38.86
2023-12-31 $217k 6.1k 35.91
2021-12-31 $65k 1.7k 38.83

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Nushares Etf Tr a

Bank of America Corporation
Tiaa Trust, National Association
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Perella Weinberg Partners Capital Management
Cambridge Investment Research Advisors
Money Design
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Portfolio Solutions
Lido Advisors
Clarity Asset Management
Fund Evaluation Group
O'Brien Wealth Partners
Mercer Global Advisors

View all funds holding Nushares Etf Tr a