Avantax Planning Partners, Inc. Nuveen Esg Large Cap Value ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 12,539 shares of NULV stock, worth $523,001. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,539

Previous 93,445 86.58%

Holding current value

$523,001

Previous $3.53 Million 85.19%

% of portfolio

0.02%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$37.61 - $41.72 $3.04 Million - $3.38 Million	-80,906 Reduced 86.58%	12,539 $523,000
Q2 2024 Aug 09, 2024	SELL	$36.61 - $38.62 $68,314 - $72,064	-1,866 Reduced 1.96%	93,445 $3.53 Million
Q1 2024 May 02, 2024	BUY	$35.41 - $38.86 $7,577 - $8,316	214 Added 0.23%	95,311 $3.7 Million
Q4 2023 Feb 09, 2024	SELL	$32.04 - $36.15 $10,060 - $11,351	-314 Reduced 0.33%	95,097 $3.41 Million
Q3 2023 Nov 03, 2023	SELL	$33.59 - $35.96 $415,810 - $445,148	-12,379 Reduced 11.48%	95,411 $3.2 Million
Q2 2023 Jul 17, 2023	SELL	$32.78 - $34.65 $79,196 - $83,714	-2,416 Reduced 2.19%	107,790 $3.73 Million
Q1 2023 Apr 20, 2023	SELL	$32.38 - $35.79 $151,959 - $167,962	-4,693 Reduced 4.08%	110,206 $3.75 Million
Q4 2022 Feb 09, 2023	BUY	$31.03 - $36.5 $257,362 - $302,731	8,294 Added 7.78%	114,899 $3.93 Million
Q3 2022 Oct 14, 2022	SELL	$30.87 - $36.66 $136,260 - $161,817	-4,414 Reduced 3.98%	106,605 $3.29 Million
Q2 2022 Jul 18, 2022	SELL	$32.39 - $38.82 $396,485 - $475,195	-12,241 Reduced 9.93%	111,019 $3.71 Million
Q1 2022 May 09, 2022	SELL	$35.91 - $39.31 $76,380 - $83,612	-2,127 Reduced 1.7%	123,260 $4.69 Million
Q4 2021 Jan 28, 2022	BUY	$37.28 - $39.88 $225,804 - $241,553	6,057 Added 5.08%	125,387 $4.87 Million
Q3 2021 Oct 27, 2021	BUY	$37.12 - $39.19 $214,999 - $226,988	5,792 Added 5.1%	119,330 $4.47 Million
Q2 2021 Aug 10, 2021	SELL	$36.47 - $38.55 $230,928 - $244,098	-6,332 Reduced 5.28%	113,538 $4.29 Million
Q1 2021 May 06, 2021	SELL	$32.32 - $36.47 $736,475 - $831,041	-22,787 Reduced 15.97%	119,870 $4.34 Million
Q4 2020 Feb 04, 2021	SELL	$28.34 - $33.34 $221,505 - $260,585	-7,816 Reduced 5.19%	142,657 $4.7 Million
Q3 2020 Oct 28, 2020	SELL	$27.45 - $30.45 $175,542 - $194,727	-6,395 Reduced 4.08%	150,473 $4.38 Million
Q2 2020 Jul 15, 2020	BUY	$23.39 - $30.27 $2.08 Million - $2.69 Million	88,744 Added 130.27%	156,868 $4.38 Million
Q1 2020 Apr 27, 2020	SELL	$21.0 - $33.33 $1.33 Million - $2.12 Million	-63,463 Reduced 48.23%	68,124 $1.66 Million
Q4 2019 Jan 15, 2020	BUY	$30.13 - $33.31 $1.16 Million - $1.29 Million	38,643 Added 41.58%	131,587 $4.32 Million
Q3 2019 Nov 08, 2019	BUY	$30.97 - $31.38 $695,586 - $704,794	22,460 Added 31.87%	92,944 $2.9 Million
Q2 2019 Aug 07, 2019	BUY	N/A	44,414 Added 170.36%	70,484 $2.15 Million
Q1 2019 May 08, 2019	BUY	N/A	26,070 New	26,070 $764,000

Others Institutions Holding NULV

# of Institutions

259

Shares Held

41.6M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
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Avantax Planning Partners, Inc. Nuveen Esg Large Cap Value ETF Transaction History