Laurel Wealth Planning LLC Nuveen Esg Large Cap Value ETF Transaction History

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 12,106 shares of NULV stock, worth $491,745. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,106
Previous 12,106 -0.0%
Holding current value
$491,745
Previous $457,000 10.5%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Jul 25, 2024
BUY
$36.61 - $38.62 $136,848 - $144,361
3,738 Added 44.67%
12,106 $457,000
Q4 2023

Feb 09, 2024
SELL
$32.04 - $36.15 $9.05 Million - $10.2 Million
-282,317 Reduced 97.12%
8,368 $300,000
Q3 2023

Oct 27, 2023
SELL
$33.59 - $35.96 $556,418 - $595,677
-16,565 Reduced 5.39%
290,685 $9.76 Million
Q2 2023

Jul 19, 2023
SELL
$32.78 - $34.65 $2.34 Million - $2.47 Million
-71,287 Reduced 18.83%
307,250 $10.6 Million
Q1 2023

Apr 18, 2023
SELL
$32.38 - $35.79 $3.15 Million - $3.48 Million
-97,366 Reduced 20.46%
378,537 $12.9 Million
Q4 2022

Feb 01, 2023
SELL
$31.03 - $36.5 $1.21 Million - $1.42 Million
-38,984 Reduced 7.57%
475,903 $16.3 Million
Q3 2022

Nov 02, 2022
BUY
$30.87 - $36.66 $1.05 Million - $1.24 Million
33,945 Added 7.06%
514,887 $15.9 Million
Q2 2022

Aug 09, 2022
BUY
$32.39 - $38.82 $4.75 Million - $5.69 Million
146,497 Added 43.8%
480,942 $16.1 Million
Q1 2022

Apr 28, 2022
BUY
$35.91 - $39.31 $6.84 Million - $7.49 Million
190,504 Added 132.35%
334,445 $12.7 Million
Q4 2021

Feb 01, 2022
BUY
$37.28 - $39.88 $4.36 Million - $4.66 Million
116,875 Added 431.81%
143,941 $5.6 Million
Q3 2021

Nov 12, 2021
BUY
$37.12 - $39.19 $1 Million - $1.06 Million
27,066 New
27,066 $1.02 Million

Others Institutions Holding NULV

# of Institutions
253
Shares Held
41.5M
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 Laurel Wealth Planning LLC Portfolio

Follow Laurel Wealth Planning 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 Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email