Integrated Wealth Concepts LLC Nuveen Esg Large Cap Value ETF Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,826 shares of NULV stock, worth $421,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,826
Previous 7,771 39.31%
Holding current value
$421,023
Previous $293,000 53.92%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$37.61 - $41.72 $114,898 - $127,454
3,055 Added 39.31%
10,826 $451,000
Q2 2024

Aug 14, 2024
BUY
$36.61 - $38.62 $15,705 - $16,567
429 Added 5.84%
7,771 $293,000
Q1 2024

May 15, 2024
BUY
$35.41 - $38.86 $3,222 - $3,536
91 Added 1.25%
7,342 $285,000
Q4 2023

Feb 13, 2024
SELL
$32.04 - $36.15 $17,269 - $19,484
-539 Reduced 6.92%
7,251 $260,000
Q2 2023

Aug 15, 2023
BUY
$32.78 - $34.65 $6,785 - $7,172
207 Added 2.73%
7,790 $269,000
Q1 2023

May 03, 2023
BUY
$32.38 - $35.79 $245,537 - $271,395
7,583 New
7,583 $258,000

Others Institutions Holding NULV

# of Institutions
256
Shares Held
41.6M
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 Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email