Altus Wealth Group LLC Nuveen Esg Large Cap Value ETF Transaction History

Altus Wealth Group LLC

$209 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$32.32 - $36.47 $8,758 - $9,883	-271 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$28.34 - $33.34 $7,680 - $9,035	271 New	271 $9,000

Others Institutions Holding NULV

# of Institutions

275

Shares Held

41.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.5M
Shares

$530 Million
0.05% of portfolio
Tiaa, Fsb St. Louis, MO

4.69M
Shares

$184 Million
0.59% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.86M
Shares

$151 Million
0.49% of portfolio
Jpmorgan Chase & CO New York, NY

2.02M
Shares

$79.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.31M
Shares

$51.4 Million
0.02% of portfolio

About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.