Modera Wealth Management, LLC Nuveen Esg Small Cap ETF Transaction History

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 2024

A detailed history of Modera Wealth Management, LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 51,716 shares of NUSC stock, worth $2.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
51,716
Previous 50,019 3.39%
Holding current value
$2.02 Million
Previous $1.96 Million 9.97%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$37.34 - $41.59 $63,365 - $70,578
1,697 Added 3.39%
51,716 $2.15 Million
Q4 2023

Feb 14, 2024
BUY
$31.77 - $39.59 $247,329 - $308,208
7,785 Added 18.43%
50,019 $1.96 Million
Q3 2023

Nov 30, 2023
BUY
$34.47 - $38.8 $982,912 - $1.11 Million
28,515 Added 207.85%
42,234 $1.47 Million
Q3 2023

Nov 01, 2023
SELL
$34.47 - $38.8 $720,940 - $811,501
-20,915 Reduced 60.39%
13,719 $477,000
Q2 2023

Aug 07, 2023
BUY
$33.87 - $37.05 $411,994 - $450,676
12,164 Added 54.13%
34,634 $1.28 Million
Q1 2023

May 05, 2023
BUY
$33.6 - $39.11 $91,459 - $106,457
2,722 Added 13.78%
22,470 $795,000
Q4 2022

Feb 07, 2023
SELL
$33.52 - $37.2 $95,062 - $105,499
-2,836 Reduced 12.56%
19,748 $674,000
Q3 2022

Nov 01, 2022
BUY
N/A
2,784 Added 14.06%
22,584 $724,000
Q2 2022

Jul 27, 2022
BUY
N/A
8,338 Added 72.74%
19,800 $650,000
Q1 2022

May 03, 2022
BUY
N/A
11,462 New
11,462 $457,000
Q4 2021

Feb 04, 2022
SELL
N/A
-7,838 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
N/A
350 Added 4.67%
7,838 $341,000
Q2 2021

Aug 02, 2021
BUY
N/A
7,488 New
7,488 $338,000

Others Institutions Holding NUSC

# of Institutions
253
Shares Held
23.5M
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 Modera Wealth Management, LLC Portfolio

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

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email