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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 170 shares of NULV stock, worth $7,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares

170

Previous 383 55.61%

Holding current value

$7,355

Previous $15,000 53.33%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$36.02 - $41.92 $7,672 - $8,928	-213 Reduced 55.61%	170 $7,000
Q1 2025 May 13, 2025	SELL	$38.89 - $41.6 $13,378 - $14,310	-344 Reduced 47.32%	383 $15,000
Q4 2024 Feb 07, 2025	BUY	$38.96 - $43.28 $21,700 - $24,106	557 Added 327.65%	727 $28,000
Q3 2024 Nov 08, 2024	SELL	$37.61 - $41.72 $19,670 - $21,819	-523 Reduced 75.47%	170 $7,000
Q4 2022 Feb 09, 2023	SELL	$31.03 - $36.5 $172,185 - $202,538	-5,549 Reduced 88.9%	693 $23,000
Q2 2022 Aug 01, 2022	SELL	$32.39 - $38.82 $6,186 - $7,414	-191 Reduced 2.97%	6,242 $209,000
Q1 2022 May 25, 2022	BUY	$35.91 - $39.31 $44,061 - $48,233	1,227 Added 23.57%	6,433 $245,000
Q4 2021 Feb 07, 2022	BUY	$37.28 - $39.88 $194,079 - $207,615	5,206 New	5,206 $202,000

Others Institutions Holding NULV

# of Institutions

279

Shares Held

41.1M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

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