Falcon Wealth Planning Nuveen Esg Large Cap Growth Et Transaction History

Falcon Wealth Planning

$889 Million
Q2 2025

A detailed history of Falcon Wealth Planning transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Falcon Wealth Planning holds 15,491 shares of NULG stock, worth $1.51 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,491

Previous 12,626 22.69%

Holding current value

$1.51 Million

Previous $988,000 47.27%

% of portfolio

0.16%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$70.54 - $93.95 $202,097 - $269,166	2,865 Added 22.69%	15,491 $1.46 Million
Q1 2025 Apr 24, 2025	BUY	$77.67 - $90.15 $280,466 - $325,531	3,611 Added 40.06%	12,626 $988,000
Q4 2024 Jan 22, 2025	SELL	$81.6 - $90.89 $52,795 - $58,805	-647 Reduced 6.7%	9,015 $773,000
Q3 2024 Oct 30, 2024	BUY	$73.86 - $84.2 $135,385 - $154,338	1,833 Added 23.41%	9,662 $798,000
Q2 2024 Jul 16, 2024	SELL	$70.68 - $82.12 $19,437 - $22,583	-275 Reduced 3.39%	7,829 $635,000
Q1 2024 Apr 15, 2024	BUY	$67.37 - $76.81 $29,508 - $33,642	438 Added 5.71%	8,104 $618,000
Q4 2023 Jan 10, 2024	SELL	$57.41 - $69.79 $13,606 - $16,540	-237 Reduced 3.0%	7,666 $532,000
Q3 2023 Oct 05, 2023	BUY	$59.35 - $65.15 $28,547 - $31,337	481 Added 6.48%	7,903 $473,000
Q2 2023 Jul 13, 2023	BUY	$53.71 - $62.21 $82,015 - $94,994	1,527 Added 25.9%	7,422 $461,000
Q1 2023 May 15, 2023	BUY	$48.2 - $55.74 $45,308 - $52,395	940 Added 18.97%	5,895 $328,000
Q4 2022 Jan 20, 2023	BUY	$45.0 - $52.72 $222,975 - $261,227	4,955 New	4,955 $0

Others Institutions Holding NULG

# of Institutions

268

Shares Held

16.9M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
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Falcon Wealth Planning Nuveen Esg Large Cap Growth Et Transaction History