Householder Group Estate & Retirement Specialist, LLC Nuveen Esg Large Cap Growth Et Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$73.86 - $84.2 $7,386 - $8,420	100 Added 3.05%	3,376 $278,000
Q2 2024 Jul 17, 2024	SELL	$70.68 - $82.12 $5,442 - $6,323	-77 Reduced 2.3%	3,276 $265,000
Q1 2024 May 03, 2024	BUY	$67.37 - $76.81 $225,891 - $257,543	3,353 New	3,353 $255,000
Q3 2022 Oct 11, 2022	BUY	$46.1 - $56.55 $11,432 - $14,024	248 New	248 $11,000

Others Institutions Holding NULG

# of Institutions

247

Shares Held

16.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.56M
Shares

$313 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

3.06M
Shares

$268 Million
0.69% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.67M
Shares

$234 Million
0.66% of portfolio
Lpl Financial LLC Fort Mill, SC

873K
Shares

$76.6 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

503K
Shares

$44.1 Million
0.06% of portfolio

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