Litman Gregory Wealth Management LLC Nuveen Esg Small Cap ETF Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,152 shares of NUSC stock, worth $224,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,152
Previous 5,273 2.29%
Holding current value
$224,060
Previous $225,000 4.0%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$41.74 - $46.2 $5,050 - $5,590
-121 Reduced 2.29%
5,152 $216,000
Q4 2023

Jan 31, 2024
BUY
$31.77 - $39.59 $167,523 - $208,758
5,273 New
5,273 $206,000
Q1 2022

May 04, 2022
SELL
$37.29 - $42.63 $204,759 - $234,081
-5,491 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
$42.25 - $45.47 $221,516 - $238,399
5,243 Added 2114.11%
5,491 $239,000
Q2 2021

Jul 27, 2021
SELL
$42.41 - $45.98 $222,355 - $241,073
-5,243 Reduced 95.48%
248 $248,000
Q2 2020

Jul 31, 2020
BUY
$19.89 - $29.49 $61,997 - $91,920
3,117 Added 131.3%
5,491 $151,000
Q1 2020

Apr 28, 2020
SELL
$18.7 - $31.96 $27,750 - $47,428
-1,484 Reduced 38.47%
2,374 $51,000
Q4 2019

Jan 30, 2020
BUY
$28.39 - $31.57 $12,519 - $13,922
441 Added 12.91%
3,858 $120,000
Q2 2019

Jul 31, 2019
SELL
N/A
-551 Reduced 13.89%
3,417 $101,000
Q4 2018

Feb 01, 2019
BUY
N/A
3,131 Added 374.07%
3,968 $98,000
Q3 2018

Nov 15, 2018
BUY
N/A
837 New
837 $26,000

Others Institutions Holding NUSC

# of Institutions
260
Shares Held
23.8M
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 Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email