Kingswood Wealth Advisors, LLC Nuveen Esg Large Cap Growth Et Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,727 shares of NULG stock, worth $2.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
25,727
Previous 16,327 57.57%
Holding current value
$2.1 Million
Previous $1.25 Billion 67.65%
% of portfolio
0.19%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$70.68 - $82.12 $664,392 - $771,928
9,400 Added 57.57%
25,727 $2.09 Billion
Q1 2024

Apr 15, 2024
SELL
$67.37 - $76.81 $437,972 - $499,341
-6,501 Reduced 28.48%
16,327 $1.25 Billion
Q4 2023

Jan 16, 2024
BUY
$57.41 - $69.79 $109,079 - $132,601
1,900 Added 9.08%
22,828 $1.59 Billion
Q3 2023

Oct 23, 2023
BUY
$59.35 - $65.15 $1.24 Million - $1.36 Million
20,928 New
20,928 $1.26 Billion

Others Institutions Holding NULG

# of Institutions
233
Shares Held
16.5M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG LARGE-CAP GROWTH ET

NULG Quotes by TradingView
  • Ticker NULG
  • Sector ETFs
  • Industry ETFs
More about NULG
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email