Falcon Wealth Planning Nuveen Esg Large Cap Value ETF Transaction History

Falcon Wealth Planning

  • $806 Million
  • Q1 2025

A detailed history of Falcon Wealth Planning transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 22,775 shares of NULV stock, worth $962,699. This represents 0.11% of its overall portfolio holdings.

Number of Shares
22,775
Previous 18,119 25.7%
Holding current value
$962,699
Previous $713,000 29.31%
% of portfolio
0.11%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$38.89 - $41.6 $181,071 - $193,689
4,656 Added 25.7%
22,775 $922,000
Q4 2024

Jan 22, 2025
SELL
$38.96 - $43.28 $55,556 - $61,717
-1,426 Reduced 7.3%
18,119 $713,000
Q3 2024

Oct 30, 2024
BUY
$37.61 - $41.72 $126,482 - $140,304
3,363 Added 20.78%
19,545 $815,000
Q2 2024

Jul 16, 2024
BUY
$36.61 - $38.62 $17,682 - $18,653
483 Added 3.08%
16,182 $611,000
Q1 2024

Apr 15, 2024
BUY
$35.41 - $38.86 $45,749 - $50,207
1,292 Added 8.97%
15,699 $610,000
Q4 2023

Jan 10, 2024
SELL
$32.04 - $36.15 $43,574 - $49,164
-1,360 Reduced 8.63%
14,407 $517,000
Q3 2023

Oct 05, 2023
BUY
$33.59 - $35.96 $72,285 - $77,385
2,152 Added 15.81%
15,767 $529,000
Q2 2023

Jul 13, 2023
BUY
$32.78 - $34.65 $136,135 - $143,901
4,153 Added 43.89%
13,615 $471,000
Q1 2023

May 15, 2023
BUY
$32.38 - $35.79 $55,337 - $61,165
1,709 Added 22.04%
9,462 $322,000
Q4 2022

Jan 20, 2023
BUY
$31.03 - $36.5 $240,575 - $282,984
7,753 New
7,753 $0

Others Institutions Holding NULV

# of Institutions
277
Shares Held
41.3M
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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