Strategic Wealth Advisors Group, LLC Nuveen Esg Small Cap ETF Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$31.5 - $40.11 $6.36 Million - $8.1 Million	-202,038 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$37.29 - $42.63 $23,902 - $27,325	641 Added 0.32%	202,038 $8.07 Million
Q4 2021 Feb 16, 2022	BUY	$39.82 - $47.48 $901,843 - $1.08 Million	22,648 Added 12.67%	201,397 $8.55 Million
Q3 2021 Nov 17, 2021	BUY	$42.25 - $45.47 $512,450 - $551,505	12,129 Added 7.28%	178,749 $7.77 Million
Q2 2021 Aug 10, 2021	BUY	$42.41 - $45.98 $2.02 Million - $2.19 Million	47,575 Added 39.96%	166,620 $7.52 Million
Q1 2021 May 07, 2021	BUY	$37.86 - $45.2 $463,482 - $553,338	12,242 Added 11.46%	119,045 $5.12 Million
Q4 2020 Feb 12, 2021	BUY	$30.05 - $38.66 $115,361 - $148,415	3,839 Added 3.73%	106,803 $4.1 Million
Q3 2020 Nov 30, 2020	BUY	$26.98 - $30.68 $73,277 - $83,326	2,716 Added 2.71%	102,964 $3.05 Million
Q2 2020 Aug 03, 2020	BUY	$19.89 - $29.49 $212,803 - $315,513	10,699 Added 11.95%	100,248 $2.74 Million
Q1 2020 May 05, 2020	SELL	$18.7 - $31.96 $151,189 - $258,396	-8,085 Reduced 8.28%	89,549 $1.82 Million
Q4 2019 Feb 10, 2020	BUY	$28.39 - $31.57 $816,411 - $907,858	28,757 Added 41.75%	97,634 $3.04 Million
Q3 2019 Nov 04, 2019	BUY	$29.18 - $29.99 $1.42 Million - $1.46 Million	48,807 Added 243.18%	68,877 $1.98 Million
Q2 2019 Aug 13, 2019	BUY	N/A	20,070 New	20,070 $595,000

Others Institutions Holding NUSC

# of Institutions

261

Shares Held

23.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.85M
Shares

$289 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$95.7 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.59M
Shares

$67.1 Million
0.2% of portfolio
Morgan Stanley New York, NY

1.26M
Shares

$53.1 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.18M
Shares

$49.9 Million
7.6% of portfolio

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
Sector ETFs
Industry ETFs

More about NUSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.