Clear Perspectives Financial Planning, LLC Nuveen Esg Large Cap Value ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 46 shares of NULV stock, worth $1,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 87 47.13%

Holding current value

$1,883

Previous $2,000 50.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$32.38 - $35.79 $1,327 - $1,467	-41 Reduced 47.13%	46 $1,000
Q3 2022 Nov 09, 2022	SELL	$30.87 - $36.66 $48,465 - $57,556	-1,570 Reduced 94.75%	87 $3,000
Q2 2022 Aug 11, 2022	SELL	$32.39 - $38.82 $3.23 Million - $3.87 Million	-99,796 Reduced 98.37%	1,657 $55,000
Q1 2022 May 12, 2022	SELL	$35.91 - $39.31 $561,524 - $614,690	-15,637 Reduced 13.35%	101,453 $3.86 Million
Q4 2021 Feb 09, 2022	BUY	$37.28 - $39.88 $4.08 Million - $4.36 Million	109,402 Added 1423.02%	117,090 $4.55 Million
Q3 2021 Nov 05, 2021	BUY	$37.12 - $39.19 $42,688 - $45,068	1,150 Added 17.59%	7,688 $288,000
Q2 2021 Aug 05, 2021	BUY	$36.47 - $38.55 $238,440 - $252,039	6,538 New	6,538 $247,000

Others Institutions Holding NULV

# of Institutions

257

Shares Held

41.6M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Nuveen Esg Large Cap Value ETF Transaction History