Baystate Wealth Management LLC Nuveen Esg Large Cap Value ETF Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 96,238 shares of NULV stock, worth $4.02 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
96,238
Previous 90,745 6.05%
Holding current value
$4.02 Million
Previous $3.05 Million 13.35%
% of portfolio
0.25%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$32.04 - $36.15 $175,995 - $198,571
5,493 Added 6.05%
96,238 $3.46 Million
Q3 2023

Oct 25, 2023
BUY
$33.59 - $35.96 $86,326 - $92,417
2,570 Added 2.91%
90,745 $3.05 Million
Q2 2023

Sep 21, 2023
BUY
$32.78 - $34.65 $2.89 Million - $3.06 Million
88,175 New
88,175 $3.06 Million
Q1 2023

Apr 25, 2023
BUY
$32.38 - $35.79 $2,234 - $2,469
69 Added 0.08%
88,036 $3 Million
Q4 2022

Jan 12, 2023
BUY
$31.03 - $36.5 $265,989 - $312,878
8,572 Added 10.8%
87,967 $3.01 Million
Q3 2022

Nov 10, 2022
BUY
$30.87 - $36.66 $150,985 - $179,304
4,891 Added 6.56%
79,395 $2.45 Million
Q2 2022

Aug 02, 2022
BUY
$32.39 - $38.82 $292,837 - $350,971
9,041 Added 13.81%
74,504 $2.49 Million
Q1 2022

Apr 19, 2022
BUY
$35.91 - $39.31 $132,436 - $144,975
3,688 Added 5.97%
65,463 $2.49 Million
Q4 2021

Jan 21, 2022
SELL
$37.28 - $39.88 $104,980 - $112,302
-2,816 Reduced 4.36%
61,775 $2.4 Million
Q3 2021

Nov 05, 2021
SELL
$37.12 - $39.19 $389,908 - $411,651
-10,504 Reduced 13.99%
64,591 $2.42 Million
Q2 2021

Jul 26, 2021
BUY
$36.47 - $38.55 $2.74 Million - $2.89 Million
75,095 New
75,095 $2.84 Million

Others Institutions Holding NULV

# of Institutions
258
Shares Held
41.6M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

NULV Quotes by TradingView
  • Ticker NULV
  • Sector ETFs
  • Industry ETFs
More about NULV
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email