Tria Gen Wealth Management LLC Nuveen Esg Small Cap ETF Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 15,272 shares of NUSC stock, worth $639,438. This represents 0.24% of its overall portfolio holdings.
Number of Shares
15,272
Previous 14,891
2.56%
Holding current value
$639,438
Previous $585,000
11.79%
% of portfolio
0.24%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding NUSC
# of Institutions
261Shares Held
23.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$287 Million0.02% of portfolio
-
Tiaa, Fsb St. Louis, MO2.27MShares$95 Million0.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.59MShares$66.6 Million0.2% of portfolio
-
Morgan Stanley New York, NY1.26MShares$52.8 Million0.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA1.18MShares$49.5 Million7.6% of portfolio