Concord Wealth Partners Nuveen Esg Large Cap Value ETF Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Concord Wealth Partners holds 16,628 shares of NULV stock, worth $687,401. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,628
Previous 21,423 22.38%
Holding current value
$687,401
Previous $893,000 26.76%
% of portfolio
0.11%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$38.96 - $43.28 $186,813 - $207,527
-4,795 Reduced 22.38%
16,628 $654,000
Q3 2024

Oct 24, 2024
SELL
$37.61 - $41.72 $1.1 Million - $1.22 Million
-29,358 Reduced 57.81%
21,423 $893,000
Q2 2024

Jul 31, 2024
SELL
$36.61 - $38.62 $887,682 - $936,419
-24,247 Reduced 32.32%
50,781 $1.92 Million
Q1 2024

Apr 30, 2024
SELL
$35.41 - $38.86 $797,326 - $875,010
-22,517 Reduced 23.08%
75,028 $2.92 Million
Q4 2023

Apr 30, 2024
SELL
$32.04 - $36.15 $859,665 - $969,940
-26,831 Reduced 21.57%
97,545 $3.5 Million
Q4 2023

Feb 05, 2024
SELL
$32.04 - $36.15 $859,665 - $969,940
-26,831 Reduced 21.57%
97,545 $3.5 Million
Q3 2023

Apr 30, 2024
BUY
$33.59 - $35.96 $901,253 - $964,842
26,831 Added 27.51%
124,376 $4.18 Million
Q3 2023

Oct 25, 2023
SELL
$33.59 - $35.96 $433,075 - $463,632
-12,893 Reduced 9.39%
124,376 $4.18 Million
Q2 2023

Aug 07, 2023
BUY
$32.78 - $34.65 $235,589 - $249,029
7,187 Added 5.52%
137,269 $4.76 Million
Q1 2023

Apr 26, 2023
SELL
$32.38 - $35.79 $75,056 - $82,961
-2,318 Reduced 1.75%
130,082 $4.43 Million
Q4 2022

Jan 27, 2023
BUY
$31.03 - $36.5 $142,210 - $167,279
4,583 Added 3.59%
132,400 $4.53 Million
Q3 2022

Nov 10, 2022
SELL
$30.87 - $36.66 $262,888 - $312,196
-8,516 Reduced 6.25%
127,817 $3.95 Million
Q2 2022

Aug 04, 2022
BUY
$32.39 - $38.82 $394,380 - $472,672
12,176 Added 9.81%
136,333 $4.55 Million
Q1 2022

Apr 20, 2022
BUY
$35.91 - $39.31 $640,598 - $701,251
17,839 Added 16.78%
124,157 $4.72 Million
Q4 2021

Jan 21, 2022
BUY
$37.28 - $39.88 $1.49 Million - $1.59 Million
39,897 Added 60.07%
106,318 $4.13 Million
Q3 2021

Nov 09, 2021
BUY
$37.12 - $39.19 $1.18 Million - $1.25 Million
31,781 Added 91.75%
66,421 $2.49 Million
Q2 2021

Jul 29, 2021
BUY
$36.47 - $38.55 $1.26 Million - $1.34 Million
34,640 New
34,640 $1.31 Million

Others Institutions Holding NULV

# of Institutions
269
Shares Held
42M
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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