A detailed history of Bsw Wealth Partners transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 145,750 shares of NULV stock, worth $5.97 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
145,750
Previous 149,363 2.42%
Holding current value
$5.97 Million
Previous $5.64 Million 7.73%
% of portfolio
0.92%
Previous 0.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$37.61 - $41.72 $135,884 - $150,734
-3,613 Reduced 2.42%
145,750 $6.08 Million
Q2 2024

Jul 16, 2024

SELL
$36.61 - $38.62 $559,437 - $590,152
-15,281 Reduced 9.28%
149,363 $5.64 Million
Q1 2024

Apr 23, 2024

SELL
$35.41 - $38.86 $176,235 - $193,406
-4,977 Reduced 2.93%
164,644 $6.4 Million
Q4 2023

Jan 25, 2024

SELL
$32.04 - $36.15 $70,552 - $79,602
-2,202 Reduced 1.28%
169,621 $6.09 Million
Q3 2023

Oct 27, 2023

SELL
$33.59 - $35.96 $9,304 - $9,960
-277 Reduced 0.16%
171,823 $5.77 Million
Q2 2023

Aug 11, 2023

BUY
$32.78 - $34.65 $137,512 - $145,356
4,195 Added 2.5%
172,100 $5.96 Million
Q1 2023

May 15, 2023

SELL
$32.38 - $35.79 $31,149 - $34,429
-962 Reduced 0.57%
167,905 $5.72 Million
Q4 2022

Feb 13, 2023

SELL
$31.03 - $36.5 $411,892 - $484,501
-13,274 Reduced 7.29%
168,867 $5.78 Million
Q3 2022

Nov 14, 2022

BUY
$30.87 - $36.66 $500,773 - $594,698
16,222 Added 9.78%
182,141 $5.62 Million
Q2 2022

Aug 15, 2022

BUY
$32.39 - $38.82 $5.37 Million - $6.44 Million
165,919 New
165,919 $5.54 Million

Others Institutions Holding NULV

About NUVEEN ESG LARGE-CAP VALUE ETF


  • Ticker NULV
  • Sector ETFs
  • Industry ETFs
More about NULV
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners 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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.