Mascoma Wealth Management LLC Nuveen Esg Large Cap Growth Et Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 27,041 shares of NULG stock, worth $2.18 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

27,041

Previous 31,278 13.55%

Holding current value

$2.18 Million

Previous $2.68 Million 21.16%

% of portfolio

0.54%

Previous 0.68%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$77.67 - $90.15 $329,087 - $381,965	-4,237 Reduced 13.55%	27,041 $2.12 Million
Q4 2024 Feb 10, 2025	SELL	$81.6 - $90.89 $240,964 - $268,398	-2,953 Reduced 8.63%	31,278 $2.68 Million
Q3 2024 Nov 05, 2024	BUY	$73.86 - $84.2 $139,373 - $158,885	1,887 Added 5.83%	34,231 $2.83 Million
Q2 2024 Aug 02, 2024	BUY	$70.68 - $82.12 $210,131 - $244,142	2,973 Added 10.12%	32,344 $2.63 Million
Q1 2024 May 02, 2024	BUY	$67.37 - $76.81 $368,446 - $420,073	5,469 Added 22.88%	29,371 $2.24 Million
Q4 2023 Jan 24, 2024	BUY	$57.41 - $69.79 $61,026 - $74,186	1,063 Added 4.65%	23,902 $1.66 Million
Q3 2023 Oct 13, 2023	SELL	$59.35 - $65.15 $25,639 - $28,144	-432 Reduced 1.86%	22,839 $1.37 Million
Q2 2023 Aug 09, 2023	BUY	$53.71 - $62.21 $967,800 - $1.12 Million	18,019 Added 343.09%	23,271 $1.45 Million
Q1 2023 May 01, 2023	BUY	$48.2 - $55.74 $45,500 - $52,618	944 Added 21.91%	5,252 $292,000
Q4 2022 Jan 24, 2023	BUY	$45.0 - $52.72 $66,600 - $78,025	1,480 Added 52.33%	4,308 $0
Q3 2022 Oct 18, 2022	BUY	$46.1 - $56.55 $24,433 - $29,971	530 Added 23.06%	2,828 $130,000
Q2 2022 Jul 14, 2022	BUY	$46.26 - $62.03 $104,085 - $139,567	2,250 Added 4687.5%	2,298 $111,000
Q1 2022 Apr 25, 2022	SELL	$53.78 - $68.51 $4,194 - $5,343	-78 Reduced 61.9%	48 $3,000
Q4 2021 Jan 21, 2022	BUY	$64.84 - $74.13 $8,169 - $9,340	126 New	126 $0

Others Institutions Holding NULG

# of Institutions

264

Shares Held

16.5M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
Sector ETFs
Industry ETFs

More about NULG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Account

Mascoma Wealth Management LLC Nuveen Esg Large Cap Growth Et Transaction History