Ep Wealth Advisors, LLC Nuveen Esg Large Cap Value ETF 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 Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 56,813 shares of NULV stock, worth $2.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
56,813
Previous 53,641 5.91%
Holding current value
$2.46 Million
Previous $2.17 Million 9.67%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$36.02 - $41.92 $114,255 - $132,970
3,172 Added 5.91%
56,813 $2.38 Million
Q1 2025

May 15, 2025
SELL
$38.89 - $41.6 $24,695 - $26,416
-635 Reduced 1.17%
53,641 $2.17 Million
Q4 2024

Feb 13, 2025
SELL
$38.96 - $43.28 $1.21 Million - $1.35 Million
-31,079 Reduced 36.41%
54,276 $2.14 Million
Q3 2024

Nov 14, 2024
SELL
$37.61 - $41.72 $247,473 - $274,517
-6,580 Reduced 7.16%
85,355 $3.56 Million
Q2 2024

Aug 19, 2024
SELL
$36.61 - $38.62 $27,970 - $29,505
-764 Reduced 0.82%
91,935 $3.47 Million
Q1 2024

May 14, 2024
SELL
$35.41 - $38.86 $44,864 - $49,235
-1,267 Reduced 1.35%
92,699 $3.6 Million
Q4 2023

Feb 28, 2024
SELL
$32.04 - $36.15 $677,453 - $764,355
-21,144 Reduced 18.37%
93,966 $3.37 Million
Q3 2023

Nov 22, 2023
BUY
$33.59 - $35.96 $3.83 Million - $4.1 Million
113,934 Added 9688.27%
115,110 $3.87 Million
Q2 2023

Aug 14, 2023
SELL
$32.78 - $34.65 $10,915 - $11,538
-333 Reduced 22.07%
1,176 $40,000
Q1 2023

Jun 05, 2023
SELL
$32.38 - $35.79 $786,704 - $869,553
-24,296 Reduced 94.15%
1,509 $51,000
Q4 2022

Jun 12, 2023
BUY
$31.03 - $36.5 $907,193 - $1.07 Million
29,236 Added 1937.44%
30,745 $1.05 Million
Q3 2022

Dec 02, 2022
BUY
$30.87 - $36.66 $496,389 - $589,492
16,080 Added 165.35%
25,805 $797,000
Q2 2022

Aug 11, 2022
BUY
$32.39 - $38.82 $314,992 - $377,524
9,725 New
9,725 $325,000

Others Institutions Holding NULV

# of Institutions
279
Shares Held
41.1M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

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