Iht Wealth Management, LLC Nuveen Esg Large Cap Growth Et Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Iht Wealth Management, LLC holds 17,961 shares of NULG stock, worth $1.47 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,961

Previous 17,782 1.01%

Holding current value

$1.47 Million

Previous $1.24 Million 10.93%

% of portfolio

0.05%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$67.37 - $76.81 $12,059 - $13,748	179 Added 1.01%	17,961 $1.37 Million
Q4 2023 Feb 14, 2024	BUY	$57.41 - $69.79 $37,546 - $45,642	654 Added 3.82%	17,782 $1.24 Million
Q3 2023 Nov 14, 2023	SELL	$59.35 - $65.15 $152,410 - $167,305	-2,568 Reduced 13.04%	17,128 $1.03 Million
Q2 2023 Aug 14, 2023	SELL	$53.71 - $62.21 $17,240 - $19,969	-321 Reduced 1.6%	19,696 $1.23 Million
Q1 2023 May 15, 2023	SELL	$48.2 - $55.74 $366,609 - $423,958	-7,606 Reduced 27.54%	20,017 $1.12 Million

Q4 2022 Feb 14, 2023	SELL	$47.06 - $52.72 $111,249 - $124,630	-2,364 Reduced 7.88%	27,623 $1.35 Million
Q3 2022 Nov 22, 2022	BUY	N/A	16,893 Added 129.01%	29,987 $1.38 Million
Q2 2022 Aug 15, 2022	BUY	N/A	1,440 Added 12.36%	13,094 $631,000
Q1 2022 May 16, 2022	SELL	N/A	-80 Reduced 0.68%	11,654 $708,000
Q4 2021 Feb 14, 2022	BUY	N/A	500 Added 4.45%	11,734 $805,000
Q3 2021 Nov 15, 2021	BUY	N/A	209 Added 1.9%	11,234 $735,000
Q2 2021 Aug 16, 2021	BUY	N/A	3,582 Added 48.13%	11,025 $711,000
Q1 2021 May 18, 2021	BUY	N/A	7,443 New	7,443 $432,000

Others Institutions Holding NULG

# of Institutions

208

Shares Held

16.3M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
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Iht Wealth Management, LLC Nuveen Esg Large Cap Growth Et Transaction History