A detailed history of Confluence Wealth Services, Inc. transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 9,297 shares of NULV stock, worth $351,705. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,297
Previous 6,051 53.64%
Holding current value
$351,705
Previous $217,000 66.36%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$35.41 - $38.86 $114,940 - $126,139
3,246 Added 53.64%
9,297 $361,000
Q4 2023

Jan 25, 2024

BUY
$32.04 - $36.15 $193,874 - $218,743
6,051 New
6,051 $217,000
Q1 2022

Apr 26, 2022

SELL
N/A
-1,674 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
N/A
1,674 New
1,674 $65,000

Others Institutions Holding NULV

About NUVEEN ESG LARGE-CAP VALUE ETF


  • Ticker NULV
  • Sector ETFs
  • Industry ETFs
More about NULV
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