Avantax Planning Partners, Inc. Nuveen Esg Large Cap Growth Et Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,882 shares of NULG stock, worth $477,020. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,882

Previous 5,029 2.92%

Holding current value

$477,020

Previous $472,000 2.75%

% of portfolio

0.01%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$92.97 - $100.18 $13,666 - $14,726	-147 Reduced 2.92%	4,882 $485,000
Q2 2025 Aug 11, 2025	SELL	$70.54 - $93.95 $116,955 - $155,769	-1,658 Reduced 24.79%	5,029 $472,000
Q1 2025 Apr 28, 2025	SELL	$77.67 - $90.15 $3,572 - $4,146	-46 Reduced 0.68%	6,687 $523,000
Q4 2024 Feb 07, 2025	SELL	$81.6 - $90.89 $39,412 - $43,899	-483 Reduced 6.69%	6,733 $577,000
Q3 2024 Nov 13, 2024	SELL	$73.86 - $84.2 $336,063 - $383,110	-4,550 Reduced 38.67%	7,216 $596,000

Q2 2024 Aug 09, 2024	SELL	$70.68 - $82.12 $162,917 - $189,286	-2,305 Reduced 16.38%	11,766 $954,000
Q1 2024 May 02, 2024	SELL	$67.37 - $76.81 $19,739 - $22,505	-293 Reduced 2.04%	14,071 $1.07 Million
Q4 2023 Feb 09, 2024	SELL	$57.41 - $69.79 $70,384 - $85,562	-1,226 Reduced 7.86%	14,364 $997,000
Q3 2023 Nov 03, 2023	SELL	$59.35 - $65.15 $311,350 - $341,776	-5,246 Reduced 25.18%	15,590 $934,000
Q2 2023 Jul 17, 2023	SELL	$53.71 - $62.21 $113,113 - $131,014	-2,106 Reduced 9.18%	20,836 $1.3 Million
Q1 2023 Apr 20, 2023	SELL	$48.2 - $55.74 $134,863 - $155,960	-2,798 Reduced 10.87%	22,942 $1.28 Million
Q4 2022 Feb 09, 2023	BUY	$45.0 - $52.72 $71,505 - $83,772	1,589 Added 6.58%	25,740 $1.26 Million
Q3 2022 Oct 14, 2022	BUY	$46.1 - $56.55 $220,634 - $270,648	4,786 Added 24.71%	24,151 $1.11 Million
Q2 2022 Jul 18, 2022	SELL	$46.26 - $62.03 $79,752 - $106,939	-1,724 Reduced 8.17%	19,365 $933,000
Q1 2022 May 09, 2022	SELL	$53.78 - $68.51 $43,508 - $55,424	-809 Reduced 3.69%	21,089 $1.28 Million
Q4 2021 Jan 28, 2022	BUY	$64.84 - $74.13 $159,960 - $182,878	2,467 Added 12.7%	21,898 $1.5 Million
Q3 2021 Oct 27, 2021	BUY	$64.04 - $70.2 $114,311 - $125,307	1,785 Added 10.12%	19,431 $1.27 Million
Q2 2021 Aug 10, 2021	BUY	$57.58 - $64.67 $86,312 - $96,940	1,499 Added 9.28%	17,646 $1.14 Million
Q1 2021 May 06, 2021	SELL	$54.52 - $61.2 $337,315 - $378,644	-6,187 Reduced 27.7%	16,147 $936,000
Q4 2020 Feb 04, 2021	SELL	$49.54 - $56.7 $478,605 - $547,778	-9,661 Reduced 30.2%	22,334 $1.26 Million
Q3 2020 Oct 28, 2020	SELL	$46.29 - $54.29 $134,565 - $157,821	-2,907 Reduced 8.33%	31,995 $1.63 Million
Q2 2020 Jul 15, 2020	BUY	$33.41 - $46.13 $116,233 - $160,486	3,479 Added 11.07%	34,902 $1.6 Million
Q1 2020 Apr 27, 2020	SELL	$30.37 - $46.49 $46,101 - $70,571	-1,518 Reduced 4.61%	31,423 $1.11 Million
Q4 2019 Jan 15, 2020	BUY	$36.99 - $42.13 $29,518 - $33,619	798 Added 2.48%	32,941 $1.37 Million
Q3 2019 Nov 08, 2019	BUY	$37.84 - $38.68 $167,177 - $170,888	4,418 Added 15.94%	32,143 $1.22 Million
Q2 2019 Aug 07, 2019	BUY	N/A	12,431 Added 81.28%	27,725 $1.04 Million
Q1 2019 May 08, 2019	BUY	N/A	15,294 New	15,294 $539,000

Others Institutions Holding NULG

# of Institutions

286

Shares Held

16.9M

Call Options Held

Put Options Held

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Avantax Planning Partners, Inc. Nuveen Esg Large Cap Growth Et Transaction History