Bergan Kdv Wealth Management, LLC Nuveen Esg Small Cap ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 28,936 shares of NUSC stock, worth $1.33 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

28,936

Previous 18,283 58.27%

Holding current value

$1.33 Million

Previous $647,000 65.38%

% of portfolio

0.11%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$33.87 - $37.05 $360,817 - $394,693	10,653 Added 58.27%	28,936 $1.07 Million
Q1 2023 Apr 27, 2023	BUY	$33.6 - $39.11 $117,062 - $136,259	3,484 Added 23.54%	18,283 $647,000
Q4 2022 Jan 31, 2023	SELL	$32.62 - $37.2 $73,329 - $83,625	-2,248 Reduced 13.19%	14,799 $505,000
Q3 2022 Oct 24, 2022	BUY	$31.96 - $38.44 $54,811 - $65,924	1,715 Added 11.19%	17,047 $547,000
Q2 2022 Jul 13, 2022	BUY	$31.5 - $40.11 $2,992 - $3,810	95 Added 0.62%	15,332 $503,000
Q1 2022 May 09, 2022	BUY	$37.29 - $42.63 $48,327 - $55,248	1,296 Added 9.3%	15,237 $607,000
Q4 2021 Jan 28, 2022	BUY	$39.82 - $47.48 $87,046 - $103,791	2,186 Added 18.6%	13,941 $586,000
Q3 2021 Nov 12, 2021	BUY	$42.25 - $45.47 $208,630 - $224,530	4,938 Added 72.44%	11,755 $511,000
Q2 2021 Aug 10, 2021	BUY	$42.41 - $45.98 $62,809 - $68,096	1,481 Added 27.75%	6,817 $308,000
Q1 2021 May 11, 2021	BUY	$37.86 - $45.2 $182,220 - $217,547	4,813 Added 920.27%	5,336 $230,000
Q3 2020 Nov 05, 2020	BUY	$26.98 - $30.68 $14,110 - $16,045	523 New	523 $16,000

Others Institutions Holding NUSC

# of Institutions

261

Shares Held

23.8M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
Sector ETFs
Industry ETFs

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Bergan Kdv Wealth Management, LLC Nuveen Esg Small Cap ETF Transaction History