Ep Wealth Advisors, LLC Nuveen Esg Large Cap Growth Et Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,055 shares of NULG stock, worth $671,384. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,055
Previous 10,359 22.24%
Holding current value
$671,384
Previous $719,000 14.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024
SELL
$67.37 - $76.81 $155,220 - $176,970
-2,304 Reduced 22.24%
8,055 $614,000
Q4 2023

Feb 28, 2024
BUY
$57.41 - $69.79 $287,566 - $349,578
5,009 Added 93.63%
10,359 $719,000
Q3 2023

Nov 22, 2023
SELL
$59.35 - $65.15 $1.72 Million - $1.89 Million
-29,045 Reduced 84.45%
5,350 $320,000
Q2 2023

Aug 14, 2023
BUY
$53.71 - $62.21 $1.85 Million - $2.14 Million
34,395 New
34,395 $2.14 Million
Q2 2022

Aug 11, 2022
BUY
N/A
2,375 New
2,375 $114,000

Others Institutions Holding NULG

# of Institutions
208
Shares Held
16.3M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG LARGE-CAP GROWTH ET

NULG Quotes by TradingView
  • Ticker NULG
  • Sector ETFs
  • Industry ETFs
More about NULG
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