Ibex Wealth Advisors Nuveen Esg Large Cap Growth Et Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$64.84 - $74.13 $132,143 - $151,076	-2,038 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$64.04 - $70.2 $130,513 - $143,067	2,038 New	2,038 $133,000

Others Institutions Holding NULG

# of Institutions

265

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.4M
Shares

$256 Million
0.03% of portfolio
Tiaa, Fsb St. Louis, MO

3.06M
Shares

$230 Million
0.69% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.61M
Shares

$196 Million
0.68% of portfolio
Lpl Financial LLC Fort Mill, SC

873K
Shares

$65.5 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

503K
Shares

$37.8 Million
0.06% of portfolio

About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
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