Sandbox Financial Partners, LLC Nuveen Esg Large Cap Value ETF Transaction History

Sandbox Financial Partners, LLC

$234 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$32.04 - $36.15 $599,596 - $676,511	-18,714 Reduced 54.58%	15,574 $559,000
Q3 2023 Oct 10, 2023	BUY	$33.59 - $35.96 $96,907 - $103,744	2,885 Added 9.19%	34,288 $1.15 Million
Q2 2023 Jul 14, 2023	BUY	$32.78 - $34.65 $35,435 - $37,456	1,081 Added 3.57%	31,403 $1.09 Million
Q1 2023 Apr 21, 2023	BUY	$32.38 - $35.79 $294,075 - $325,044	9,082 Added 42.76%	30,322 $1.03 Million
Q4 2022 Jan 25, 2023	SELL	$33.43 - $36.5 $17,350 - $18,943	-519 Reduced 2.39%	21,240 $0

Q3 2022 Nov 14, 2022	BUY	N/A	5,112 Added 30.71%	21,759 $672,000
Q2 2022 Aug 11, 2022	BUY	N/A	6,605 Added 65.77%	16,647 $556,000
Q1 2022 Apr 13, 2022	BUY	N/A	2,912 Added 40.84%	10,042 $382,000
Q4 2021 Feb 11, 2022	BUY	N/A	7,130 New	7,130 $277,000

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

$539 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

$58.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$40.4 Million
0.02% of portfolio

About NUVEEN ESG LARGE-CAP VALUE ETF

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