Archetype Wealth Partners Nuveen Esg Large Cap Growth Et Transaction History

Archetype Wealth Partners

$618 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$48.2 - $55.74 $4,723 - $5,462	-98 Reduced 1.84%	5,241 $292,000
Q3 2022 Nov 14, 2022	SELL	$46.1 - $56.55 $21,667 - $26,578	-470 Reduced 8.09%	5,339 $246,000
Q2 2022 Aug 15, 2022	SELL	$46.26 - $62.03 $236,943 - $317,717	-5,122 Reduced 46.86%	5,809 $280,000
Q1 2022 May 12, 2022	BUY	$53.78 - $68.51 $74,377 - $94,749	1,383 Added 14.48%	10,931 $664,000
Q4 2021 Feb 14, 2022	SELL	$64.84 - $74.13 $24,833 - $28,391	-383 Reduced 3.86%	9,548 $655,000
Q3 2021 Nov 12, 2021	SELL	$64.04 - $70.2 $8,837 - $9,687	-138 Reduced 1.37%	9,931 $650,000
Q2 2021 Aug 13, 2021	SELL	$57.58 - $64.67 $10,709 - $12,028	-186 Reduced 1.81%	10,069 $650,000
Q1 2021 Apr 30, 2021	SELL	$54.52 - $61.2 $6,869 - $7,711	-126 Reduced 1.21%	10,255 $595,000
Q4 2020 Feb 12, 2021	SELL	$49.54 - $56.7 $47,162 - $53,978	-952 Reduced 8.4%	10,381 $584,000
Q3 2020 Oct 15, 2020	SELL	$46.29 - $54.29 $38,559 - $45,223	-833 Reduced 6.85%	11,333 $577,000
Q2 2020 Aug 13, 2020	SELL	$33.41 - $46.13 $290,600 - $401,238	-8,698 Reduced 41.69%	12,166 $558,000
Q1 2020 May 15, 2020	SELL	$30.37 - $46.49 $7,288 - $11,157	-240 Reduced 1.14%	20,864 $735,000
Q4 2019 Feb 11, 2020	BUY	$36.99 - $42.13 $15,646 - $17,820	423 Added 2.05%	21,104 $875,000
Q3 2019 Nov 15, 2019	BUY	$37.84 - $38.68 $32,428 - $33,148	857 Added 4.32%	20,681 $788,000
Q2 2019 Aug 12, 2019	BUY	N/A	2,654 Added 15.46%	19,824 $737,000
Q1 2019 May 16, 2019	SELL	N/A	-1,881 Reduced 9.87%	17,170 $605,000
Q4 2018 Feb 28, 2019	BUY	N/A	19,051 New	19,051 $573,000

Others Institutions Holding NULG

# of Institutions

233

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

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