Tria Gen Wealth Management LLC Nuveen Esg Small Cap ETF Transaction History

Tria Gen Wealth Management LLC

$221 Million
Q1 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 14,891 shares of NUSC stock, worth $597,873. This represents 0.28% of its overall portfolio holdings.

Number of Shares

14,891

Previous 14,865 0.17%

Holding current value

$597,873

Previous $581,000 6.54%

% of portfolio

0.28%

Previous 0.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$37.34 - $41.59 $970 - $1,081	26 Added 0.17%	14,891 $619,000
Q2 2023 Aug 08, 2023	BUY	$33.87 - $37.05 $51,245 - $56,056	1,513 Added 11.33%	14,865 $549,000
Q1 2023 Apr 24, 2023	BUY	$33.6 - $39.11 $9,105 - $10,598	271 Added 2.07%	13,352 $472,000
Q4 2022 Feb 09, 2023	BUY	$33.52 - $37.2 $18,469 - $20,497	551 Added 4.4%	13,081 $447,000
Q3 2022 Oct 21, 2022	BUY	N/A	180 Added 1.46%	12,530 $402,000

Q2 2022 Jul 29, 2022	BUY	N/A	211 Added 1.74%	12,350 $405,000
Q1 2022 Apr 29, 2022	SELL	N/A	-697 Reduced 5.43%	12,139 $484,000
Q4 2021 Feb 09, 2022	BUY	N/A	48 Added 0.38%	12,836 $539,000
Q3 2021 Nov 10, 2021	SELL	N/A	-10 Reduced 0.08%	12,788 $556,000
Q2 2021 Aug 02, 2021	BUY	N/A	493 Added 4.01%	12,798 $564,000
Q1 2021 Apr 26, 2021	BUY	N/A	900 Added 7.89%	12,305 $529,000
Q4 2020 Feb 02, 2021	BUY	N/A	11,405 New	11,405 $437,000

Others Institutions Holding NUSC

# of Institutions

252

Shares Held

23.4M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
Sector ETFs
Industry ETFs

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Tria Gen Wealth Management LLC Nuveen Esg Small Cap ETF Transaction History