Wescott Financial Advisory Group, LLC Nuveen Esg Large Cap Value ETF 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 Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 14,815 shares of NULV stock, worth $586,674. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,815
Previous 15,110 1.95%
Holding current value
$586,674
Previous $571,000 8.23%
% of portfolio
0.08%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$37.61 - $41.72 $11,094 - $12,307
-295 Reduced 1.95%
14,815 $618,000
Q2 2024

Aug 14, 2024
BUY
$36.61 - $38.62 $180,926 - $190,860
4,942 Added 48.6%
15,110 $571,000
Q1 2024

May 13, 2024
SELL
$35.41 - $38.86 $31,727 - $34,818
-896 Reduced 8.1%
10,168 $395,000
Q4 2023

Feb 13, 2024
BUY
$32.04 - $36.15 $20,377 - $22,991
636 Added 6.1%
11,064 $397,000
Q3 2023

Nov 09, 2023
BUY
$33.59 - $35.96 $56,531 - $60,520
1,683 Added 19.25%
10,428 $350,000
Q2 2023

Aug 11, 2023
BUY
$32.78 - $34.65 $19,864 - $20,997
606 Added 7.45%
8,745 $303,000
Q1 2023

May 10, 2023
BUY
$32.38 - $35.79 $2,752 - $3,042
85 Added 1.06%
8,139 $277,000
Q4 2022

Feb 06, 2023
SELL
$31.03 - $36.5 $49,461 - $58,181
-1,594 Reduced 16.52%
8,054 $275,000
Q3 2022

Nov 14, 2022
BUY
$30.87 - $36.66 $11,360 - $13,490
368 Added 3.97%
9,648 $298,000
Q2 2022

Jul 28, 2022
BUY
$32.39 - $38.82 $57,978 - $69,487
1,790 Added 23.9%
9,280 $310,000
Q1 2022

May 16, 2022
BUY
$35.91 - $39.31 $28,548 - $31,251
795 Added 11.87%
7,490 $285,000
Q4 2021

Jan 31, 2022
BUY
$37.28 - $39.88 $43,692 - $46,739
1,172 Added 21.22%
6,695 $260,000
Q3 2021

Oct 29, 2021
BUY
$37.12 - $39.19 $205,013 - $216,446
5,523 New
5,523 $207,000

Others Institutions Holding NULV

# of Institutions
257
Shares Held
41.6M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

NULV Quotes by TradingView
  • Ticker NULV
  • Sector ETFs
  • Industry ETFs
More about NULV
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