Falcon Wealth Planning Nuveen Esg Large Cap Value ETF Transaction History

Falcon Wealth Planning

  • $631 Million
  • Q1 2024

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 15,699 shares of NULV stock, worth $593,893. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,699
Previous 14,407 8.97%
Holding current value
$593,893
Previous $517,000 17.99%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.43 - $36.5 $259,182 - $282,984
7,753 New
7,753 $0

Others Institutions Holding NULV

# of Institutions
238
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
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email