Ep Wealth Advisors, LLC Nuveen Esg Large Cap Value ETF 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 Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 92,699 shares of NULV stock, worth $3.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

92,699

Previous 93,966 1.35%

Holding current value

$3.5 Million

Previous $3.37 Million 6.76%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.43 - $36.5 $977,359 - $1.07 Million	29,236 Added 1937.44%	30,745 $1.05 Million
Q3 2022 Dec 02, 2022	BUY	N/A	16,080 Added 165.35%	25,805 $797,000
Q2 2022 Aug 11, 2022	BUY	N/A	9,725 New	9,725 $325,000

Others Institutions Holding NULV

# of Institutions

238

Shares Held

41.1M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Nuveen Esg Large Cap Value ETF Transaction History