Tolleson Wealth Management, Inc. Nushares ETF Tr Nuveen Esg Lar Transaction History

Tolleson Wealth Management, Inc.

$518 Million
Q1 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Nushares ETF Tr Nuveen Esg Lar stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 74,068 shares of NULC stock, worth $3.48 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

74,068

Previous 63,418 16.79%

Holding current value

$3.48 Million

Previous $2.88 Million 12.67%

% of portfolio

0.63%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$42.96 - $47.7 $457,524 - $508,005	10,650 Added 16.79%	74,068 $3.25 Million
Q3 2024 Nov 14, 2024	BUY	$41.51 - $46.29 $71,812 - $80,081	1,730 Added 2.8%	63,418 $2.94 Million
Q1 2024 May 15, 2024	BUY	$38.32 - $43.16 $728,080 - $820,039	19,000 Added 44.51%	61,688 $2.66 Million
Q4 2023 Feb 14, 2024	BUY	$33.88 - $39.04 $265,958 - $306,464	7,850 Added 22.53%	42,688 $1.66 Million
Q2 2023 Aug 14, 2023	SELL	$33.3 - $36.27 $246,419 - $268,398	-7,400 Reduced 17.52%	34,838 $1.26 Million
Q4 2022 Feb 14, 2023	BUY	$30.04 - $35.03 $1.27 Million - $1.48 Million	42,238 New	42,238 $1.36 Million

Others Institutions Holding NULC

# of Institutions

Shares Held

624K

Call Options Held

Put Options Held

View Full List

About NUSHARES ETF TR NUVEEN ESG LAR

Ticker NULC
Sector ETFs
Industry ETFs

More about NULC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.

Account

Tolleson Wealth Management, Inc. Nushares ETF Tr Nuveen Esg Lar Transaction History