Sax Wealth Advisors, LLC Nuveen Esg Small Cap ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,306 shares of NUSC stock, worth $404,066. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,306
Previous 13,177
29.38%
Holding current value
$404,066
Previous $564,000
30.85%
% of portfolio
0.03%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding NUSC
# of Institutions
263Shares Held
23.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$297 Million0.02% of portfolio
-
Tiaa, Fsb St. Louis, MO2.27MShares$98.6 Million0.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.59MShares$69 Million0.2% of portfolio
-
Morgan Stanley New York, NY1.26MShares$54.7 Million0.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA1.22MShares$53 Million7.63% of portfolio