Quantum Financial Advisors, LLC Nuveen Esg Small Cap ETF Transaction History

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 4,954 shares of NUSC stock, worth $213,269. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,954
Previous 6,540 24.25%
Holding current value
$213,269
Previous $280,000 26.07%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Jan 13, 2025
SELL
$41.74 - $46.2 $66,199 - $73,273
-1,586 Reduced 24.25%
4,954 $207,000
Q3 2024

Oct 04, 2024
SELL
$38.89 - $42.97 $54,562 - $60,286
-1,403 Reduced 17.66%
6,540 $280,000
Q2 2024

Jul 15, 2024
BUY
$38.12 - $41.14 $1,486 - $1,604
39 Added 0.49%
7,943 $312,000
Q1 2024

Apr 26, 2024
SELL
$37.34 - $41.59 $40,924 - $45,582
-1,096 Reduced 12.18%
7,904 $328,000
Q4 2023

Jan 08, 2024
SELL
$31.77 - $39.59 $64,080 - $79,853
-2,017 Reduced 18.31%
9,000 $351,000
Q3 2023

Nov 29, 2023
BUY
$34.47 - $38.8 $62,425 - $70,266
1,811 Added 19.67%
11,017 $383,000
Q2 2023

Aug 10, 2023
SELL
$33.87 - $37.05 $5,791 - $6,335
-171 Reduced 1.82%
9,206 $340,000
Q1 2023

Apr 07, 2023
BUY
$33.6 - $39.11 $940 - $1,095
28 Added 0.3%
9,377 $332,000
Q4 2022

Jan 17, 2023
SELL
$32.62 - $37.2 $537,544 - $613,018
-16,479 Reduced 63.8%
9,349 $0
Q3 2022

Oct 24, 2022
SELL
$31.96 - $38.44 $13,742 - $16,529
-430 Reduced 1.64%
25,828 $828,000
Q2 2022

Aug 15, 2022
BUY
$31.5 - $40.11 $827,127 - $1.05 Million
26,258 New
26,258 $986,000

Others Institutions Holding NUSC

# of Institutions
259
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 Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, 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 Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email