Navigation Wealth Management, Inc. Nuveen Esg Large Cap Value ETF Transaction History

Navigation Wealth Management, Inc.

$247 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Nov 07, 2022	SELL	N/A	-52 Reduced 98.11%	1 $0
Q2 2021 Jul 26, 2021	BUY	N/A	52 Added 5200.0%	53 $2,000
Q1 2021 Jul 26, 2021	BUY	N/A	1 New	1 $0

Others Institutions Holding NULV

# of Institutions

238

Shares Held

41.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

14.3M
Shares

$540 Million
0.05% of portfolio
Tiaa, Fsb St. Louis, MO

4.69M
Shares

$177 Million
0.59% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.78M
Shares

$143 Million
0.45% of portfolio
Jpmorgan Chase & CO New York, NY

1.54M
Shares

$58.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$40.5 Million
0.02% of portfolio

About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

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