Modera Wealth Management, LLC Nuveen Esg Large Cap Value ETF Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,470 shares of NULV stock, worth $382,777. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,470

Previous 11,910 20.49%

Holding current value

$382,777

Previous $468,000 18.16%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$38.89 - $41.6 $94,891 - $101,504	-2,440 Reduced 20.49%	9,470 $383,000
Q4 2024 Feb 05, 2025	SELL	$38.96 - $43.28 $47,375 - $52,628	-1,216 Reduced 9.26%	11,910 $468,000
Q3 2024 Oct 24, 2024	SELL	$37.61 - $41.72 $64,275 - $71,299	-1,709 Reduced 11.52%	13,126 $547,000
Q2 2024 Jul 29, 2024	SELL	$36.61 - $38.62 $15,778 - $16,645	-431 Reduced 2.82%	14,835 $560,000
Q1 2024 May 14, 2024	BUY	$35.41 - $38.86 $43,660 - $47,914	1,233 Added 8.79%	15,266 $593,000
Q4 2023 Feb 14, 2024	SELL	$32.04 - $36.15 $40,754 - $45,982	-1,272 Reduced 8.31%	14,033 $503,000
Q3 2023 Nov 30, 2023	BUY	$33.59 - $35.96 $514,094 - $550,367	15,305 New	15,305 $514,000
Q2 2023 Aug 07, 2023	BUY	$32.78 - $34.65 $480,882 - $508,315	14,670 New	14,670 $508,000

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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Modera Wealth Management, LLC Nuveen Esg Large Cap Value ETF Transaction History