Institute For Wealth Management, Llc. Nuveen Esg Large Cap Growth Et Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,344 shares of NULG stock, worth $749,201. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,344

Previous 8,155 14.58%

Holding current value

$749,201

Previous $673,000 19.17%

% of portfolio

0.1%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$81.6 - $90.89 $97,022 - $108,068	1,189 Added 14.58%	9,344 $802,000
Q3 2024 Nov 12, 2024	BUY	$73.86 - $84.2 $33,310 - $37,974	451 Added 5.85%	8,155 $673,000
Q2 2024 Jul 25, 2024	SELL	$70.68 - $82.12 $155,071 - $180,171	-2,194 Reduced 22.17%	7,704 $625,000
Q1 2024 Apr 30, 2024	BUY	$67.37 - $76.81 $23,579 - $26,883	350 Added 3.67%	9,898 $755,000
Q4 2023 Jan 31, 2024	SELL	$57.41 - $69.79 $421,848 - $512,816	-7,348 Reduced 43.49%	9,548 $663,000
Q3 2023 Oct 13, 2023	SELL	$59.35 - $65.15 $6,409 - $7,036	-108 Reduced 0.64%	16,896 $1.01 Million
Q2 2023 Jul 25, 2023	SELL	$53.71 - $62.21 $109,031 - $126,286	-2,030 Reduced 10.67%	17,004 $1.06 Million
Q1 2023 Apr 20, 2023	SELL	$48.2 - $55.74 $2,410 - $2,787	-50 Reduced 0.26%	19,034 $1.06 Million
Q4 2022 Feb 02, 2023	BUY	$45.0 - $52.72 $29,790 - $34,900	662 Added 3.59%	19,084 $933,000
Q3 2022 Oct 18, 2022	SELL	$46.1 - $56.55 $42,227 - $51,799	-916 Reduced 4.74%	18,422 $849,000
Q2 2022 Jul 25, 2022	SELL	$46.26 - $62.03 $6,060 - $8,125	-131 Reduced 0.67%	19,338 $932,000
Q1 2022 Apr 29, 2022	SELL	$53.78 - $68.51 $91,963 - $117,152	-1,710 Reduced 8.07%	19,469 $1.18 Million
Q4 2021 Jan 21, 2022	BUY	$64.84 - $74.13 $374,126 - $427,730	5,770 Added 37.45%	21,179 $1.45 Million
Q3 2021 Nov 15, 2021	BUY	$64.04 - $70.2 $64,680 - $70,902	1,010 Added 7.01%	15,409 $1.01 Million
Q2 2021 Jul 21, 2021	BUY	$57.58 - $64.67 $388,895 - $436,781	6,754 Added 88.35%	14,399 $929,000
Q1 2021 May 04, 2021	BUY	$54.52 - $61.2 $416,805 - $467,874	7,645 New	7,645 $443,000

Others Institutions Holding NULG

# of Institutions

265

Shares Held

16.8M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
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Institute For Wealth Management, Llc. Nuveen Esg Large Cap Growth Et Transaction History