Avantax Planning Partners, Inc. Nuveen Esg Small Cap ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,732 shares of NUSC stock, worth $248,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,732

Previous 26,913 78.7%

Holding current value

$248,424

Previous $1.06 Million 76.84%

% of portfolio

0.01%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.89 - $42.97 $823,729 - $910,147	-21,181 Reduced 78.7%	5,732 $245,000
Q2 2024 Aug 09, 2024	SELL	$38.12 - $41.14 $23,253 - $25,095	-610 Reduced 2.22%	26,913 $1.06 Million
Q1 2024 May 02, 2024	BUY	$37.34 - $41.59 $373 - $415	10 Added 0.04%	27,523 $1.14 Million
Q4 2023 Feb 09, 2024	BUY	$31.77 - $39.59 $1,588 - $1,979	50 Added 0.18%	27,513 $1.08 Million
Q3 2023 Nov 03, 2023	SELL	$34.47 - $38.8 $127,504 - $143,521	-3,699 Reduced 11.87%	27,463 $956,000
Q2 2023 Jul 17, 2023	BUY	$33.87 - $37.05 $9,144 - $10,003	270 Added 0.87%	31,162 $1.15 Million
Q1 2023 Apr 20, 2023	SELL	$33.6 - $39.11 $470 - $547	-14 Reduced 0.05%	30,892 $1.09 Million
Q4 2022 Feb 09, 2023	BUY	$32.62 - $37.2 $48,505 - $55,316	1,487 Added 5.05%	30,906 $1.06 Million
Q3 2022 Oct 14, 2022	SELL	$31.96 - $38.44 $56,665 - $68,154	-1,773 Reduced 5.68%	29,419 $943,000
Q2 2022 Jul 18, 2022	BUY	$31.5 - $40.11 $31,216 - $39,749	991 Added 3.28%	31,192 $1.02 Million
Q1 2022 May 09, 2022	SELL	$37.29 - $42.63 $517,734 - $591,874	-13,884 Reduced 31.49%	30,201 $1.2 Million
Q4 2021 Jan 28, 2022	BUY	$39.82 - $47.48 $111,097 - $132,469	2,790 Added 6.76%	44,085 $1.85 Million
Q3 2021 Oct 27, 2021	BUY	$42.25 - $45.47 $62,192 - $66,931	1,472 Added 3.7%	41,295 $1.8 Million
Q2 2021 Aug 10, 2021	BUY	$42.41 - $45.98 $37,956 - $41,152	895 Added 2.3%	39,823 $1.8 Million
Q1 2021 May 06, 2021	BUY	$37.86 - $45.2 $579,333 - $691,650	15,302 Added 64.77%	38,928 $1.68 Million
Q4 2020 Feb 04, 2021	SELL	$30.05 - $38.66 $50,544 - $65,026	-1,682 Reduced 6.65%	23,626 $906,000
Q3 2020 Oct 28, 2020	SELL	$26.98 - $30.68 $30,757 - $34,975	-1,140 Reduced 4.31%	25,308 $750,000
Q2 2020 Jul 15, 2020	BUY	$19.89 - $29.49 $67,347 - $99,853	3,386 Added 14.68%	26,448 $726,000
Q1 2020 Apr 27, 2020	BUY	$18.7 - $31.96 $309,653 - $529,225	16,559 Added 254.64%	23,062 $498,000
Q4 2019 Jan 15, 2020	BUY	$28.39 - $31.57 $184,620 - $205,299	6,503 New	6,503 $203,000

Others Institutions Holding NUSC

# of Institutions

258

Shares Held

23.8M

Call Options Held

Put Options Held

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About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
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Avantax Planning Partners, Inc. Nuveen Esg Small Cap ETF Transaction History