Confluence Wealth Services, Inc. Nuveen Esg Small Cap ETF Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$37.29 - $42.63 $932 - $1,065	-25 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$39.82 - $47.48 $995 - $1,187	25 New	25 $1,000

Others Institutions Holding NUSC

# of Institutions

260

Shares Held

23.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.85M
Shares

$291 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$96.4 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.59M
Shares

$67.5 Million
0.2% of portfolio
Morgan Stanley New York, NY

1.26M
Shares

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

1.18M
Shares

$50.2 Million
7.6% of portfolio

About NUVEEN ESG SMALL-CAP ETF

Ticker NUSC
Sector ETFs
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