Ep Wealth Advisors, LLC Nuveen Esg Small Cap ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,318 shares of NUSC stock, worth $321,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,318

Previous 7,446 1.72%

Holding current value

$321,260

Previous $285,000 4.56%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$33.38 - $40.81 $4,272 - $5,223	-128 Reduced 1.72%	7,318 $298,000
Q1 2025 May 15, 2025	BUY	$37.9 - $43.9 $4,623 - $5,355	122 Added 1.67%	7,446 $285,000
Q3 2024 Nov 14, 2024	SELL	$38.89 - $42.97 $466 - $515	-12 Reduced 0.16%	7,324 $313,000
Q2 2024 Aug 19, 2024	SELL	$38.12 - $41.14 $1,105 - $1,193	-29 Reduced 0.39%	7,336 $288,000
Q1 2024 May 14, 2024	SELL	$37.34 - $41.59 $19,230 - $21,418	-515 Reduced 6.54%	7,365 $306,000
Q4 2023 Feb 28, 2024	BUY	$31.77 - $39.59 $250,347 - $311,969	7,880 New	7,880 $308,000
Q1 2023 Jun 05, 2023	BUY	$33.6 - $39.11 $341,913 - $397,983	10,176 New	10,176 $360,000

Others Institutions Holding NUSC

# of Institutions

279

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

More about NUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Nuveen Esg Small Cap ETF Transaction History