Wescott Financial Advisory Group, LLC Nuveen Esg International Devel Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Nuveen Esg International Devel stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 17,181 shares of NUDM stock, worth $586,043. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,181

Previous 16,932 1.47%

Holding current value

$586,043

Previous $508,000 7.68%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$29.75 - $33.12 $7,407 - $8,246	249 Added 1.47%	17,181 $547,000
Q4 2024 Feb 12, 2025	BUY	$30.06 - $33.38 $66,582 - $73,936	2,215 Added 15.05%	16,932 $508,000
Q3 2024 Nov 12, 2024	SELL	$30.15 - $34.01 $6,391 - $7,210	-212 Reduced 1.42%	14,717 $495,000
Q2 2024 Aug 14, 2024	BUY	$29.52 - $31.95 $142,552 - $154,286	4,829 Added 47.81%	14,929 $464,000
Q1 2024 May 13, 2024	SELL	$28.44 - $31.15 $25,311 - $27,723	-890 Reduced 8.1%	10,100 $313,000
Q4 2023 Feb 13, 2024	BUY	$25.86 - $29.64 $15,748 - $18,050	609 Added 5.87%	10,990 $323,000
Q3 2023 Nov 09, 2023	BUY	$27.08 - $29.66 $43,490 - $47,633	1,606 Added 18.3%	10,381 $283,000
Q2 2023 Aug 11, 2023	BUY	$27.91 - $29.55 $13,424 - $14,213	481 Added 5.8%	8,775 $254,000
Q1 2023 May 10, 2023	SELL	$26.07 - $28.65 $202,772 - $222,839	-7,778 Reduced 48.39%	8,294 $233,000
Q4 2022 Feb 06, 2023	BUY	$22.23 - $27.22 $135,958 - $166,477	6,116 Added 61.43%	16,072 $414,000
Q3 2022 Nov 14, 2022	BUY	$22.3 - $26.71 $9,120 - $10,924	409 Added 4.28%	9,956 $222,000
Q2 2022 Jul 28, 2022	BUY	$24.83 - $29.08 $29,100 - $34,081	1,172 Added 13.99%	9,547 $241,000
Q1 2022 May 16, 2022	BUY	$26.19 - $31.41 $25,378 - $30,436	969 Added 13.08%	8,375 $241,000
Q4 2021 Jan 31, 2022	BUY	$30.05 - $33.19 $222,550 - $245,805	7,406 New	7,406 $230,000

Others Institutions Holding NUDM

# of Institutions

139

Shares Held

14.8M

Call Options Held

Put Options Held

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About NUVEEN ESG INTERNATIONAL DEVEL

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Wescott Financial Advisory Group, LLC Nuveen Esg International Devel Transaction History