Mascoma Wealth Management LLC Nuveen Esg Large Cap Value ETF Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 58,664 shares of NULV stock, worth $2.44 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

58,664

Previous 72,590 19.18%

Holding current value

$2.44 Million

Previous $2.86 Million 16.87%

% of portfolio

0.61%

Previous 0.72%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$38.89 - $41.6 $541,582 - $579,321	-13,926 Reduced 19.18%	58,664 $2.38 Million
Q4 2024 Feb 10, 2025	SELL	$38.96 - $43.28 $66,426 - $73,792	-1,705 Reduced 2.29%	72,590 $2.86 Million
Q3 2024 Nov 05, 2024	BUY	$37.61 - $41.72 $276,621 - $306,850	7,355 Added 10.99%	74,295 $3.1 Million
Q2 2024 Aug 02, 2024	BUY	$36.61 - $38.62 $162,438 - $171,356	4,437 Added 7.1%	66,940 $2.53 Million
Q1 2024 May 02, 2024	BUY	$35.41 - $38.86 $377,187 - $413,936	10,652 Added 20.54%	62,503 $2.43 Million
Q4 2023 Jan 24, 2024	BUY	$32.04 - $36.15 $70,904 - $79,999	2,213 Added 4.46%	51,851 $1.86 Million
Q3 2023 Oct 13, 2023	SELL	$33.59 - $35.96 $36,512 - $39,088	-1,087 Reduced 2.14%	49,638 $1.67 Million
Q2 2023 Aug 09, 2023	SELL	$32.78 - $34.65 $139,216 - $147,158	-4,247 Reduced 7.73%	50,725 $1.76 Million
Q1 2023 May 01, 2023	BUY	$32.38 - $35.79 $150,210 - $166,029	4,639 Added 9.22%	54,972 $1.87 Million
Q4 2022 Jan 24, 2023	BUY	$31.03 - $36.5 $107,456 - $126,399	3,463 Added 7.39%	50,333 $0
Q3 2022 Oct 18, 2022	BUY	$30.87 - $36.66 $150,707 - $178,974	4,882 Added 11.63%	46,870 $1.45 Million
Q2 2022 Jul 14, 2022	BUY	$32.39 - $38.82 $911,098 - $1.09 Million	28,129 Added 202.97%	41,988 $1.4 Million
Q1 2022 Apr 25, 2022	BUY	$35.91 - $39.31 $497,676 - $544,797	13,859 New	13,859 $527,000

Others Institutions Holding NULV

# of Institutions

277

Shares Held

41.3M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

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Mascoma Wealth Management LLC Nuveen Esg Large Cap Value ETF Transaction History