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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

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 13,126 shares of NULV stock, worth $537,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,126
Previous 14,835 11.52%
Holding current value
$537,378
Previous $560,000 2.32%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
257
Shares Held
41.6M
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
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