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

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 11,964 shares of NULG stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,964

Previous 8,708 37.39%

Holding current value

$1.18 Million

Previous $681,000 65.05%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$70.54 - $93.95 $229,678 - $305,901	3,256 Added 37.39%	11,964 $1.12 Million
Q1 2025 May 15, 2025	SELL	$77.67 - $90.15 $106,796 - $123,956	-1,375 Reduced 13.64%	8,708 $681,000
Q4 2024 Feb 13, 2025	BUY	$81.6 - $90.89 $135,211 - $150,604	1,657 Added 19.67%	10,083 $865,000
Q3 2024 Nov 14, 2024	BUY	$73.86 - $84.2 $26,146 - $29,806	354 Added 4.39%	8,426 $696,000
Q2 2024 Aug 19, 2024	BUY	$70.68 - $82.12 $1,201 - $1,396	17 Added 0.21%	8,072 $655,000
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	$46.26 - $62.03 $109,867 - $147,321	2,375 New	2,375 $114,000

Others Institutions Holding NULG

# of Institutions

275

Shares Held

16.6M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

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