O'Brien Wealth Partners LLC Nuveen Esg Large Cap Value ETF Transaction History

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 272,966 shares of NULV stock, worth $11.2 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

272,966

Previous 266,578 2.4%

Holding current value

$11.2 Million

Previous $11.1 Million 3.37%

% of portfolio

2.04%

Previous 2.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$38.96 - $43.28 $248,876 - $276,472	6,388 Added 2.4%	272,966 $10.7 Million
Q3 2024 Oct 23, 2024	SELL	$37.61 - $41.72 $66,720 - $74,011	-1,774 Reduced 0.66%	266,578 $11.1 Million
Q2 2024 Jul 22, 2024	BUY	$36.61 - $38.62 $663,958 - $700,412	18,136 Added 7.25%	268,352 $10.1 Million
Q1 2024 Apr 18, 2024	BUY	$35.41 - $38.86 $140,152 - $153,807	3,958 Added 1.61%	250,216 $9.72 Million
Q4 2023 Jan 25, 2024	BUY	$32.04 - $36.15 $1.32 Million - $1.49 Million	41,288 Added 20.14%	246,258 $8.84 Million
Q3 2023 Oct 24, 2023	BUY	$33.59 - $35.96 $282,156 - $302,064	8,400 Added 4.27%	204,970 $6.88 Million
Q2 2023 Aug 07, 2023	BUY	$32.78 - $34.65 $574,666 - $607,449	17,531 Added 9.79%	196,570 $6.81 Million
Q1 2023 May 08, 2023	BUY	$32.38 - $35.79 $5.8 Million - $6.41 Million	179,039 New	179,039 $6.1 Million

Others Institutions Holding NULV

# of Institutions

255

Shares Held

41.4M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

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O'Brien Wealth Partners LLC Nuveen Esg Large Cap Value ETF Transaction History