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New England Realty Associates
NEN
NEN
USD
At close
Updated
Pre-market
After hours
1 day
5 days
1 month
3 months
6 months
Year to date
1 year
5 years
10 years
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
CIBC Private Wealth Group
Atlanta,
Georgia
| $841K | – | – | – |
|
| 2 |
2
LPL Financial
San Diego,
California
| $837K | +$70K | +1,437 | +9% |
|
| 3 |
UFA
3
US Financial Advisors
Braintree,
Massachusetts
| $399K | -$19.5K | -400 | -5% |
|
| 4 |
4
Morgan Stanley
New York
| $260K | +$43.8K | +900 | +20% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $32K | – | – | – |
|
| 6 |
6
Citigroup
New York
| $15K | +$15.5K | +319 | New |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| $14K | +$14.6K | +300 | +30,000% |
|
| 8 |
AWS
8
Aris Wealth Services
State College,
Pennsylvania
| $12K | – | – | – |
|
| 9 |
9
California Public Employees Retirement System
Sacramento,
California
| – | -$200K | -4,000 | Closed |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| – | -$107K | -2,201 | -100% |
|