Burt Wealth Advisors Nuveen Esg Small Cap ETF Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$37.86 - $45.2 $10,222 - $12,204	-270 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$26.98 - $30.68 $4,451 - $5,062	165 Added 157.14%	270 $8,000
Q2 2018 Jul 27, 2018	BUY	N/A	105 New	105 $3,000

Others Institutions Holding NUSC

# of Institutions

260

Shares Held

23.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.85M
Shares

$311 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$103 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.59M
Shares

$72.3 Million
0.2% of portfolio
Morgan Stanley New York, NY

1.26M
Shares

$57.3 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.18M
Shares

$53.8 Million
7.6% of portfolio

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
Sector ETFs
Industry ETFs

More about NUSC

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