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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
Goldman Sachs
New York
| $1.83M | +$563K | +11,400 | +46% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $492K | – | – | – |
|
| 3 |
3
Morgan Stanley
New York
| $328K | +$24.7K | +500 | +8% |
|
| 4 |
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $305K | +$1.14K | +23 | +0.4% |
|
| 5 |
WAM
5
Warberg Asset Management
Winnetka,
Illinois
| $230K | +$226K | +4,586 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $96K | +$89.1K | +1,805 | +1,556% |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| $66K | – | – | – |
|
| 8 |
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
| 9 |
9
JP Morgan Chase
New York
| $23K | – | – | – |
|
| 10 |
10
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
| 11 |
BWM
11
Baystate Wealth Management
Boston,
Massachusetts
| – | -$32K | -660 | Closed |
|