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

Invera Wealth Advisors, LLC

$152 Million
Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 91,534 shares of NULV stock, worth $4.08 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

91,534

Previous 93,446 2.05%

Holding current value

$4.08 Million

Previous $3.92 Million 2.4%

% of portfolio

2.64%

Previous 2.73%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$41.5 - $43.83 $79,348 - $83,802	-1,912 Reduced 2.05%	91,534 $4.01 Million
Q2 2025 Oct 29, 2025	SELL	$36.02 - $41.92 $67,861 - $78,977	-1,884 Reduced 1.98%	93,446 $3.92 Million
Q1 2025 May 02, 2025	SELL	$38.89 - $41.6 $7,077 - $7,571	-182 Reduced 0.19%	95,330 $3.86 Million
Q4 2024 Feb 03, 2025	SELL	$38.96 - $43.28 $44,609 - $49,555	-1,145 Reduced 1.18%	95,512 $3.76 Million
Q3 2024 Nov 12, 2024	SELL	$37.61 - $41.72 $715,342 - $793,514	-19,020 Reduced 16.44%	96,657 $4.03 Million

Q2 2024 Aug 06, 2024	BUY	$36.61 - $38.62 $67,728 - $71,447	1,850 Added 1.63%	115,677 $4.37 Million
Q1 2024 Apr 22, 2024	BUY	$35.41 - $38.86 $75,069 - $82,383	2,120 Added 1.9%	113,827 $4.42 Million
Q4 2023 Apr 22, 2024	SELL	$32.04 - $36.15 $67,924 - $76,638	-2,120 Reduced 1.86%	111,707 $4.01 Billion
Q4 2023 Jan 16, 2024	BUY	$32.04 - $36.15 $3.58 Million - $4.04 Million	111,707 New	111,707 $4.01 Million

Others Institutions Holding NULV

# of Institutions

289

Shares Held

41.2M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.

Account

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