Walkner Condon Financial Advisors LLC Nuveen Esg Large Cap Growth Et Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 7,700 shares of NULG stock, worth $683,452. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,700

Previous 9,327 17.44%

Holding current value

$683,452

Previous $770,000 14.29%

% of portfolio

0.14%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$81.6 - $90.89 $132,763 - $147,878	-1,627 Reduced 17.44%	7,700 $660,000
Q3 2024 Oct 31, 2024	BUY	$73.86 - $84.2 $9,158 - $10,440	124 Added 1.35%	9,327 $770,000
Q2 2024 Jul 26, 2024	SELL	$70.68 - $82.12 $39,156 - $45,494	-554 Reduced 5.68%	9,203 $746,000
Q1 2024 Apr 22, 2024	SELL	$67.37 - $76.81 $42,173 - $48,083	-626 Reduced 6.03%	9,757 $744,000
Q4 2023 Jan 23, 2024	SELL	$57.41 - $69.79 $18,026 - $21,914	-314 Reduced 2.94%	10,383 $721,000
Q3 2023 Oct 19, 2023	SELL	$59.35 - $65.15 $46,293 - $50,817	-780 Reduced 6.8%	10,697 $641,000
Q2 2023 Jul 21, 2023	SELL	$53.71 - $62.21 $165,480 - $191,669	-3,081 Reduced 21.16%	11,477 $713,000
Q1 2023 Apr 20, 2023	SELL	$48.2 - $55.74 $16,966 - $19,620	-352 Reduced 2.36%	14,558 $811,000
Q4 2022 Jan 25, 2023	SELL	$45.0 - $52.72 $43,110 - $50,505	-958 Reduced 6.04%	14,910 $0
Q3 2022 Oct 28, 2022	SELL	$46.1 - $56.55 $45,731 - $56,097	-992 Reduced 5.88%	15,868 $732,000
Q2 2022 Aug 04, 2022	SELL	$46.26 - $62.03 $128,695 - $172,567	-2,782 Reduced 14.16%	16,860 $813,000
Q1 2022 May 03, 2022	BUY	$53.78 - $68.51 $1.06 Million - $1.35 Million	19,642 New	19,642 $1.19 Billion
Q4 2021 Feb 11, 2022	SELL	$64.84 - $74.13 $1.32 Million - $1.51 Million	-20,431 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$64.04 - $70.2 $63,975 - $70,129	-999 Reduced 4.66%	20,431 $1.34 Million
Q2 2021 Aug 10, 2021	SELL	$57.58 - $64.67 $1.13 Million - $1.27 Million	-19,623 Reduced 47.8%	21,430 $1.38 Million
Q1 2021 Apr 13, 2021	BUY	$54.52 - $61.2 $100,534 - $112,852	1,844 Added 4.7%	41,053 $2.38 Million
Q4 2020 Jan 12, 2021	SELL	$49.54 - $56.7 $15,406 - $17,633	-311 Reduced 0.79%	39,209 $2.21 Million
Q3 2020 Nov 10, 2020	SELL	$46.29 - $54.29 $6,897 - $8,089	-149 Reduced 0.38%	39,520 $2.01 Million
Q2 2020 Aug 26, 2020	BUY	$33.41 - $46.13 $9,688 - $13,377	290 Added 0.74%	39,669 $1.82 Million
Q1 2020 Aug 26, 2020	BUY	$30.37 - $46.49 $258,418 - $395,583	8,509 Added 27.56%	39,379 $1.39 Million
Q4 2019 Aug 26, 2020	BUY	$36.99 - $42.13 $1.14 Million - $1.3 Million	30,870 New	30,870 $1.28 Million

Others Institutions Holding NULG

# of Institutions

258

Shares Held

16.8M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
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Walkner Condon Financial Advisors LLC Nuveen Esg Large Cap Growth Et Transaction History