A detailed history of Goal Vest Advisory LLC transactions in Nushares ETF Tr Esg Divid ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 7,175 shares of NUDV stock, worth $211,303. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,175
Previous 8,581 16.39%
Holding current value
$211,303
Previous $234,000 17.95%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$0.0 - $27.47 $0 - $38,622
-1,406 Reduced 16.39%
7,175 $192,000
Q3 2023

Oct 10, 2023

BUY
$23.13 - $25.07 $119,466 - $129,486
5,165 Added 151.2%
8,581 $198,000
Q2 2023

Jul 17, 2023

BUY
$22.6 - $24.24 $77,201 - $82,803
3,416 New
3,416 $82,000

Others Institutions Holding NUDV

About NUSHARES ETF TR ESG DIVID ETF


  • Ticker NUDV
  • Sector ETFs
  • Industry ETFs
More about NUDV
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.