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

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

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 5,580 shares of NUSC stock, worth $227,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,580
Previous 8,223 32.14%
Holding current value
$227,943
Previous $315,000 27.94%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$33.38 - $40.81 $88,223 - $107,860
-2,643 Reduced 32.14%
5,580 $227,000
Q1 2025

May 14, 2025
SELL
$37.9 - $43.9 $41,045 - $47,543
-1,083 Reduced 11.64%
8,223 $315,000
Q4 2024

Jan 15, 2025
SELL
$41.74 - $46.2 $161,575 - $178,840
-3,871 Reduced 29.38%
9,306 $390,000
Q3 2024

Oct 17, 2024
BUY
$38.89 - $42.97 $10,694 - $11,816
275 Added 2.13%
13,177 $564,000
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
276
Shares Held
24.2M
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 Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email