Kingswood Wealth Advisors, LLC Nuveen Esg Large Cap Value ETF 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 Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 45,725 shares of NULV stock, worth $1.83 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
45,725
Previous 22,150 106.43%
Holding current value
$1.83 Million
Previous $861 Million 100.75%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Jul 09, 2024
BUY
$36.61 - $38.62 $863,080 - $910,466
23,575 Added 106.43%
45,725 $1.73 Billion
Q1 2024

Apr 15, 2024
SELL
$35.41 - $38.86 $640,920 - $703,366
-18,100 Reduced 44.97%
22,150 $861 Million
Q4 2023

Jan 16, 2024
BUY
$32.04 - $36.15 $96,120 - $108,450
3,000 Added 8.05%
40,250 $1.45 Billion
Q3 2023

Oct 23, 2023
BUY
$33.59 - $35.96 $1.25 Million - $1.34 Million
37,250 New
37,250 $1.25 Billion

Others Institutions Holding NULV

# of Institutions
247
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

NULV Quotes by TradingView
  • Ticker NULV
  • Sector ETFs
  • Industry ETFs
More about NULV
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