North Berkeley Wealth Management, LLC NUSC Holdings History
Number of Shares
246,334.00
Current Holdings Value*
$10.32 Mil
% of Portfolio
10.47%
Total Estimate Gain
$-436,011.18
% of Total Estimate Gain
-4.05%
North Berkeley Wealth Management, LLC's Nuveen ESG Small-Cap ETF Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 246,334.00 shares of Nuveen ESG Small-Cap ETF(NUSC), totaling $10.32 Mil. This investment constitutes 10.47% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0.86% of the outstanding Nuveen ESG Small-Cap ETF(NUSC) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and NUSC's current price of $41.91, North Berkeley Wealth Management, LLC's estimated gain on his NUSC holdings is $-436,011.18, reflecting a -4.05% gain to date.
North Berkeley Wealth Management, LLC NUSC ($41.91) Holding Chart
North Berkeley Wealth Management, LLC NUSC ($41.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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