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 $1.24 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
28,936
Previous 18,283 58.27%
Holding current value
$1.24 Million
Previous $647,000 65.38%
% of portfolio
0.11%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
254
Shares Held
23.6M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG SMALL-CAP ETF

NUSC Quotes by TradingView
  • Ticker NUSC
  • Sector ETFs
  • Industry ETFs
More about NUSC
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