Wescott Financial Advisory Group, LLC Nuveen Esg Large Cap Growth Et Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 9,956 shares of NULG stock, worth $881,703. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,956

Previous 9,990 0.34%

Holding current value

$881,703

Previous $810,000 1.48%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$73.86 - $84.2 $2,511 - $2,862	-34 Reduced 0.34%	9,956 $822,000
Q2 2024 Aug 14, 2024	BUY	$70.68 - $82.12 $177,972 - $206,778	2,518 Added 33.7%	9,990 $810,000
Q1 2024 May 13, 2024	SELL	$67.37 - $76.81 $24,657 - $28,112	-366 Reduced 4.67%	7,472 $569,000
Q4 2023 Feb 13, 2024	BUY	$57.41 - $69.79 $18,141 - $22,053	316 Added 4.2%	7,838 $544,000
Q3 2023 Nov 09, 2023	BUY	$59.35 - $65.15 $50,091 - $54,986	844 Added 12.64%	7,522 $451,000
Q2 2023 Aug 11, 2023	BUY	$53.71 - $62.21 $13,051 - $15,117	243 Added 3.78%	6,678 $415,000
Q1 2023 May 10, 2023	SELL	$48.2 - $55.74 $84,783 - $98,046	-1,759 Reduced 21.47%	6,435 $358,000
Q4 2022 Feb 06, 2023	BUY	$45.0 - $52.72 $89,910 - $105,334	1,998 Added 32.25%	8,194 $400,000
Q3 2022 Nov 14, 2022	BUY	$46.1 - $56.55 $12,308 - $15,098	267 Added 4.5%	6,196 $286,000
Q2 2022 Jul 28, 2022	BUY	$46.26 - $62.03 $57,362 - $76,917	1,240 Added 26.44%	5,929 $286,000
Q1 2022 May 16, 2022	BUY	$53.78 - $68.51 $38,936 - $49,601	724 Added 18.26%	4,689 $285,000
Q4 2021 Jan 31, 2022	BUY	$64.84 - $74.13 $41,367 - $47,294	638 Added 19.18%	3,965 $272,000
Q3 2021 Oct 29, 2021	BUY	$64.04 - $70.2 $213,061 - $233,555	3,327 New	3,327 $218,000

Others Institutions Holding NULG

# of Institutions

233

Shares Held

16.7M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

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Wescott Financial Advisory Group, LLC Nuveen Esg Large Cap Growth Et Transaction History