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

Sax Wealth Advisors, LLC

$1.04 Billion
Q2 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 12,902 shares of NUSC stock, worth $529,498. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,902

Holding current value

$529,498

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$38.12 - $41.14 $491,824 - $530,788	12,902 New	12,902 $507,000

Others Institutions Holding NUSC

# of Institutions

253

Shares Held

23.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.77M
Shares

$278 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$93.2 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.57M
Shares

$64.6 Million
0.19% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$51.4 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.2M
Shares

$49.2 Million
7.81% of portfolio

View Full List

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
Sector ETFs
Industry ETFs

More about NUSC

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