A detailed history of Tradition Wealth Management, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 26,360 shares of NULV stock, worth $994,826. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,360
Previous 26,986 2.32%
Holding current value
$994,826
Previous $969,000 5.68%
% of portfolio
0.11%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$35.41 - $38.86 $22,166 - $24,326
-626 Reduced 2.32%
26,360 $1.02 Million
Q4 2023

Feb 12, 2024

BUY
$32.04 - $36.15 $49,341 - $55,671
1,540 Added 6.05%
26,986 $969,000
Q3 2023

Nov 13, 2023

BUY
$33.59 - $35.96 $16,660 - $17,836
496 Added 1.99%
25,446 $855,000
Q2 2023

Aug 14, 2023

BUY
$32.78 - $34.65 $338,060 - $357,345
10,313 Added 70.46%
24,950 $865,000
Q1 2023

May 11, 2023

BUY
$32.38 - $35.79 $28,300 - $31,280
874 Added 6.35%
14,637 $499,000
Q4 2022

Feb 03, 2023

BUY
$33.43 - $36.5 $36,137 - $39,456
1,081 Added 8.52%
13,763 $471,000
Q3 2022

Nov 14, 2022

BUY
N/A
644 Added 5.35%
12,682 $391,000
Q2 2022

Aug 02, 2022

SELL
N/A
-317 Reduced 2.57%
12,038 $402,000
Q1 2022

May 11, 2022

BUY
N/A
2,054 Added 19.94%
12,355 $470,000
Q4 2021

Feb 14, 2022

BUY
N/A
8,563 Added 492.69%
10,301 $400,000
Q3 2021

Nov 12, 2021

BUY
N/A
419 Added 31.77%
1,738 $65,000
Q2 2021

Aug 09, 2021

BUY
N/A
1,319 New
1,319 $50,000

Others Institutions Holding NULV

About NUVEEN ESG LARGE-CAP VALUE ETF


  • Ticker NULV
  • Sector ETFs
  • Industry ETFs
More about NULV
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.