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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 |
WAM
1
Warberg Asset Management
Winnetka,
Illinois
| $1.38M | +$178K | +2,271 | +14% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $755K | – | – | – |
|
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $456K | – | – | – |
|
| 4 |
4
Cerity Partners
New York
| $439K | +$448K | +5,700 | New |
|
| 5 |
5
Morgan Stanley
New York
| $326K | – | – | – |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $273K | -$3.14K | -40 | -1% |
|
| 7 |
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $240K | – | – | – |
|
| 8 |
PPW
8
Pinnacle Private Wealth
Andover,
Massachusetts
| $237K | – | – | – |
|
| 9 |
RJA
9
Raymond James & Associates
St Petersburg,
Florida
| $231K | – | – | – |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| $102K | – | – | – |
|
| 11 |
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K | – | – | – |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| $37K | +$21.3K | +271 | +128% |
|
| 13 |
13
JP Morgan Chase
New York
| $35K | – | – | – |
|