LPL Financial
NUWE icon

LPL Financial’s Nuwellis NUWE Stock Holding History

LPL Financial’s Portfolio NUWE Stock Details NUWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Hold
0
– -$29K – 3844
2020
Q3 		– Hold
0
– – – 3483
2016
Q4 		– Hold
0
– -$7K – 2745
2016
Q3 		– Hold
0
– – – 2625
2016
Q2 		– Hold
0
– – – 2609
2016
Q1 		– Hold
0
– – – 3053
2015
Q4 		– Hold
0
– – – 3055
2015
Q3 		– Hold
0
– – – 2714
2015
Q2 		– Hold
0
– – – 2720
2015
Q1 		– Hold
0
– – – 2642
2014
Q4 		– Hold
0
– – – 2666
2014
Q3 		– Hold
0
– – – 2631
2014
Q2 		– Hold
0
– – – 2610

Other funds holding NUWE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KC
Kepos Capital New York $73.4M AUM 4.78% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return