Values Added Financial LLC Nuveen Esg Small Cap ETF Transaction History

Values Added Financial LLC

$139 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$34.47 - $38.8 $222,021 - $249,910	6,441 New	6,441 $224 Million

Others Institutions Holding NUSC

# of Institutions

253

Shares Held

23.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.77M
Shares

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

2.27M
Shares

$96.9 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.57M
Shares

$67.2 Million
0.19% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$53.5 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.2M
Shares

$51.2 Million
7.81% of portfolio

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
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