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
$-633,078.38
% of Total Estimate Gain
-5.88%
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 $41.11, North Berkeley Wealth Management, LLC's estimated gain on his NUSC holdings is $-633,078.38, reflecting a -5.88% gain to date.
North Berkeley Wealth Management, LLC NUSC ($41.11) Holding Chart
North Berkeley Wealth Management, LLC NUSC ($41.11) 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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