Wescott Financial Advisory Group, LLC Nuveen Esg Large Cap Value ETF Transaction History

Wescott Financial Advisory Group, LLC

$710 Million
Q1 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 10,168 shares of NULV stock, worth $383,740. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,168

Previous 11,064 8.1%

Holding current value

$383,740

Previous $397,000 0.5%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.43 - $36.5 $53,287 - $58,181	-1,594 Reduced 16.52%	8,054 $275,000
Q3 2022 Nov 14, 2022	BUY	N/A	368 Added 3.97%	9,648 $298,000
Q2 2022 Jul 28, 2022	BUY	N/A	1,790 Added 23.9%	9,280 $310,000
Q1 2022 May 16, 2022	BUY	N/A	795 Added 11.87%	7,490 $285,000
Q4 2021 Jan 31, 2022	BUY	N/A	1,172 Added 21.22%	6,695 $260,000
Q3 2021 Oct 29, 2021	BUY	N/A	5,523 New	5,523 $207,000

Others Institutions Holding NULV

# of Institutions

238

Shares Held

41.1M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Nuveen Esg Large Cap Value ETF Transaction History