Vahanian & Associates Financial Planning Inc. Nuveen Esg Small Cap ETF Transaction History
Vahanian & Associates Financial Planning Inc.
- $24.5 Million
- Q4 2023
A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 12,360 shares of NUSC stock, worth $532,839. This represents 1.97% of its overall portfolio holdings.
Number of Shares
12,360
Previous 11,693
5.7%
Holding current value
$532,839
Previous $407,000
18.67%
% of portfolio
1.97%
Previous 1.39%
Shares
9 transactions
Others Institutions Holding NUSC
# of Institutions
274Shares Held
24MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$295 Million0.02% of portfolio
-
Tiaa, Fsb St. Louis, MO2.27MShares$97.9 Million0.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.59MShares$68.5 Million0.2% of portfolio
-
Morgan Stanley New York, NY1.26MShares$54.3 Million0.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA1.22MShares$52.6 Million7.63% of portfolio