Wescott Financial Advisory Group, LLC Nuveen Esg Small Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Nuveen Esg Small Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 41,030 shares of NUSC stock, worth $1.86 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

41,030

Previous 40,392 1.58%

Holding current value

$1.86 Million

Previous $1.59 Million 10.57%

% of portfolio

0.21%

Previous 0.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$38.89 - $42.97 $24,811 - $27,414	638 Added 1.58%	41,030 $1.76 Million
Q2 2024 Aug 14, 2024	BUY	$38.12 - $41.14 $56,913 - $61,422	1,493 Added 3.84%	40,392 $1.59 Million
Q1 2024 May 13, 2024	BUY	$37.34 - $41.59 $56,010 - $62,385	1,500 Added 4.01%	38,899 $1.62 Million
Q4 2023 Feb 13, 2024	BUY	$31.77 - $39.59 $29,736 - $37,056	936 Added 2.57%	37,399 $1.46 Million
Q3 2023 Nov 09, 2023	BUY	$34.47 - $38.8 $39,330 - $44,270	1,141 Added 3.23%	36,463 $1.27 Million
Q2 2023 Aug 11, 2023	BUY	$33.87 - $37.05 $9,483 - $10,374	280 Added 0.8%	35,322 $1.31 Million
Q1 2023 May 10, 2023	BUY	$33.6 - $39.11 $94,012 - $109,429	2,798 Added 8.68%	35,042 $1.24 Million
Q4 2022 Feb 06, 2023	SELL	$32.62 - $37.2 $4,338 - $4,947	-133 Reduced 0.41%	32,244 $1.1 Million
Q3 2022 Nov 14, 2022	BUY	$31.96 - $38.44 $114,448 - $137,653	3,581 Added 12.44%	32,377 $1.04 Million
Q2 2022 Jul 28, 2022	BUY	$31.5 - $40.11 $122,598 - $156,108	3,892 Added 15.63%	28,796 $945,000
Q1 2022 May 16, 2022	BUY	$37.29 - $42.63 $169,930 - $194,264	4,557 Added 22.4%	24,904 $992,000
Q4 2021 Jan 31, 2022	BUY	$39.82 - $47.48 $214,868 - $256,202	5,396 Added 36.09%	20,347 $855,000
Q3 2021 Oct 29, 2021	BUY	$42.25 - $45.47 $12,506 - $13,459	296 Added 2.02%	14,951 $650,000
Q2 2021 Aug 10, 2021	BUY	$42.41 - $45.98 $163,363 - $177,114	3,852 Added 35.66%	14,655 $645,000
Q1 2021 Jun 25, 2021	BUY	$37.86 - $45.2 $119,826 - $143,058	3,165 Added 41.44%	10,803 $465,000
Q4 2020 Jun 25, 2021	BUY	$30.05 - $38.66 $229,521 - $295,285	7,638 New	7,638 $293,000

Others Institutions Holding NUSC

# of Institutions

260

Shares Held

23.8M

Call Options Held

Put Options Held

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About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
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Wescott Financial Advisory Group, LLC Nuveen Esg Small Cap ETF Transaction History