Ever Source Wealth Advisors, LLC Nuveen Esg Large Cap Value ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 727 shares of NULV stock, worth $29,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares
727
Previous 170 327.65%
Holding current value
$29,974
Previous $7,000 300.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025
BUY
$38.96 - $43.28 $21,700 - $24,106
557 Added 327.65%
727 $28,000
Q3 2024

Nov 08, 2024
SELL
$37.61 - $41.72 $19,670 - $21,819
-523 Reduced 75.47%
170 $7,000
Q4 2022

Feb 09, 2023
SELL
$31.03 - $36.5 $172,185 - $202,538
-5,549 Reduced 88.9%
693 $23,000
Q2 2022

Aug 01, 2022
SELL
$32.39 - $38.82 $6,186 - $7,414
-191 Reduced 2.97%
6,242 $209,000
Q1 2022

May 25, 2022
BUY
$35.91 - $39.31 $44,061 - $48,233
1,227 Added 23.57%
6,433 $245,000
Q4 2021

Feb 07, 2022
BUY
$37.28 - $39.88 $194,079 - $207,615
5,206 New
5,206 $202,000

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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email