Collaborative Wealth Managment Inc. Nuveen Esg Small Cap ETF Transaction History

Collaborative Wealth Managment Inc.

  • $200 Million
  • Q2 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,315 shares of NUSC stock, worth $284,680. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,315
Previous 6,187 2.07%
Holding current value
$284,680
Previous $257,000 3.5%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$38.12 - $41.14 $4,879 - $5,265
128 Added 2.07%
6,315 $248,000
Q1 2024

May 10, 2024
SELL
$37.34 - $41.59 $9,409 - $10,480
-252 Reduced 3.91%
6,187 $257,000
Q4 2023

Feb 07, 2024
SELL
$31.77 - $39.59 $12,803 - $15,954
-403 Reduced 5.89%
6,439 $251,000
Q3 2023

Nov 09, 2023
BUY
$34.47 - $38.8 $68 - $77
2 Added 0.03%
6,842 $238,000
Q2 2023

Aug 07, 2023
BUY
$33.87 - $37.05 $1,558 - $1,704
46 Added 0.68%
6,840 $253,000
Q1 2023

May 08, 2023
SELL
$33.6 - $39.11 $1,444 - $1,681
-43 Reduced 0.63%
6,794 $240,000
Q4 2022

Feb 10, 2023
SELL
$32.62 - $37.2 $5,186 - $5,914
-159 Reduced 2.27%
6,837 $233,000
Q3 2022

Nov 14, 2022
BUY
$31.96 - $38.44 $3,068 - $3,690
96 Added 1.39%
6,996 $224,000
Q2 2022

Aug 15, 2022
SELL
$31.5 - $40.11 $26,019 - $33,130
-826 Reduced 10.69%
6,900 $226,000
Q4 2021

Feb 11, 2022
BUY
$39.82 - $47.48 $19,790 - $23,597
497 Added 6.88%
7,726 $325,000
Q1 2021

May 12, 2022
BUY
$37.86 - $45.2 $273,689 - $326,750
7,229 New
7,229 $288,000

Others Institutions Holding NUSC

# of Institutions
257
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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email