Sonoma Private Wealth »

Nushares Etf Tr a shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth investment in Nushares Etf Tr a

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr a held by Sonoma Private Wealth 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $225k 5.6k 40.49
2024-12-31 $274k 7.0k 39.37
2024-09-30 $305k 7.3k 41.72

More positions owned by Sonoma Private Wealth

Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Sprott Asset Management Physical Gold Tr (PHYS)
Sprott Asset Management Physical Gold An (CEF)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Currencyshares Swiss Swiss Franc (FXF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Value Etf (VTV)
At&t (T)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Sonoma Private Wealth

Top funds holding Nushares Etf Tr a

Tiaa Trust, National Association
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Mercer Global Advisors
Envestnet Asset Management
UBS Group
Cambridge Investment Research Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Beacon Pointe Advisors
Envestnet Portfolio Solutions
Eastern Bank
O'Brien Wealth Partners
Forefront Analytics

View all funds holding Nushares Etf Tr a