Wealth Architects, LLC Nushares ETF Tr Nuveen Esg Lar Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$41.51 - $46.29 $187,749 - $209,369	4,523 New	4,523 $209,000
Q2 2023 Aug 02, 2023	SELL	$33.3 - $36.27 $22,976 - $25,026	-690 Reduced 7.45%	8,573 $310,000
Q4 2022 Feb 09, 2023	BUY	$30.04 - $35.03 $78,314 - $91,323	2,607 Added 39.17%	9,263 $298,000
Q2 2022 Jul 29, 2022	SELL	$30.82 - $38.98 $55,321 - $69,969	-1,795 Reduced 21.24%	6,656 $211,000
Q4 2021 Jan 19, 2022	BUY	$39.41 - $44.27 $58,878 - $66,139	1,494 Added 21.47%	8,451 $349,000
Q3 2021 Nov 09, 2021	SELL	$39.54 - $42.62 $1,028 - $1,108	-26 Reduced 0.37%	6,957 $0
Q1 2021 Apr 29, 2021	SELL	$34.43 - $37.34 $11,568 - $12,546	-336 Reduced 4.59%	6,983 $261,000
Q3 2020 Nov 09, 2020	BUY	$29.4 - $33.69 $215,178 - $246,577	7,319 New	7,319 $233,000

Others Institutions Holding NULC

# of Institutions

22

Shares Held

462K

Call Options Held

0

Put Options Held

0

Nuveen Asset Management, LLC Chicago, IL

200K
Shares

$9.47 Million
0.0% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

63.4K
Shares

$3 Million
0.59% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

33.8K
Shares

$1.6 Million
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

30.7K
Shares

$1.45 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

24.8K
Shares

$1.18 Million
0.0% of portfolio

About NUSHARES ETF TR NUVEEN ESG LAR

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