A detailed history of Concord Wealth Partners transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Concord Wealth Partners holds 21,423 shares of NULV stock, worth $893,553. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,423
Previous 50,781 57.81%
Holding current value
$893,553
Previous $1.92 Million 53.47%
% of portfolio
0.15%
Previous 0.34%

Shares

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

Oct 24, 2024

SELL
$37.61 - $41.72 $1.1 Million - $1.22 Million
-29,358 Reduced 57.81%
21,423 $893,000
Q2 2024

Jul 31, 2024

SELL
$36.61 - $38.62 $887,682 - $936,419
-24,247 Reduced 32.32%
50,781 $1.92 Million
Q1 2024

Apr 30, 2024

SELL
$35.41 - $38.86 $797,326 - $875,010
-22,517 Reduced 23.08%
75,028 $2.92 Million
Q4 2023

Apr 30, 2024

SELL
$32.04 - $36.15 $859,665 - $969,940
-26,831 Reduced 21.57%
97,545 $3.5 Million
Q4 2023

Feb 05, 2024

SELL
$32.04 - $36.15 $859,665 - $969,940
-26,831 Reduced 21.57%
97,545 $3.5 Million
Q3 2023

Apr 30, 2024

BUY
$33.59 - $35.96 $901,253 - $964,842
26,831 Added 27.51%
124,376 $4.18 Million
Q3 2023

Oct 25, 2023

SELL
$33.59 - $35.96 $433,075 - $463,632
-12,893 Reduced 9.39%
124,376 $4.18 Million
Q2 2023

Aug 07, 2023

BUY
$32.78 - $34.65 $235,589 - $249,029
7,187 Added 5.52%
137,269 $4.76 Million
Q1 2023

Apr 26, 2023

SELL
$32.38 - $35.79 $75,056 - $82,961
-2,318 Reduced 1.75%
130,082 $4.43 Million
Q4 2022

Jan 27, 2023

BUY
$31.03 - $36.5 $142,210 - $167,279
4,583 Added 3.59%
132,400 $4.53 Million
Q3 2022

Nov 10, 2022

SELL
$30.87 - $36.66 $262,888 - $312,196
-8,516 Reduced 6.25%
127,817 $3.95 Million
Q2 2022

Aug 04, 2022

BUY
$32.39 - $38.82 $394,380 - $472,672
12,176 Added 9.81%
136,333 $4.55 Million
Q1 2022

Apr 20, 2022

BUY
$35.91 - $39.31 $640,598 - $701,251
17,839 Added 16.78%
124,157 $4.72 Million
Q4 2021

Jan 21, 2022

BUY
$37.28 - $39.88 $1.49 Million - $1.59 Million
39,897 Added 60.07%
106,318 $4.13 Million
Q3 2021

Nov 09, 2021

BUY
$37.12 - $39.19 $1.18 Million - $1.25 Million
31,781 Added 91.75%
66,421 $2.49 Million
Q2 2021

Jul 29, 2021

BUY
$36.47 - $38.55 $1.26 Million - $1.34 Million
34,640 New
34,640 $1.31 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 Concord Wealth Partners Portfolio

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

News

Stay updated on Concord Wealth Partners with notifications on news.