Kingswood Wealth Advisors, LLC Nuveen Esg Large Cap Growth Et Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Nuveen Esg Large Cap Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,103 shares of NULG stock, worth $908,814. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,103

Previous 13,862 12.69%

Holding current value

$908,814

Previous $1.19 Billion 20.39%

% of portfolio

0.04%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$77.67 - $90.15 $136,621 - $158,573	-1,759 Reduced 12.69%	12,103 $947 Million
Q4 2024 Jan 22, 2025	SELL	$81.6 - $90.89 $927,465 - $1.03 Million	-11,366 Reduced 45.05%	13,862 $1.19 Billion
Q3 2024 Oct 21, 2024	SELL	$73.86 - $84.2 $36,856 - $42,015	-499 Reduced 1.94%	25,228 $2.08 Billion
Q2 2024 Jul 09, 2024	BUY	$70.68 - $82.12 $664,392 - $771,928	9,400 Added 57.57%	25,727 $2.09 Billion
Q1 2024 Apr 15, 2024	SELL	$67.37 - $76.81 $437,972 - $499,341	-6,501 Reduced 28.48%	16,327 $1.25 Billion
Q4 2023 Jan 16, 2024	BUY	$57.41 - $69.79 $109,079 - $132,601	1,900 Added 9.08%	22,828 $1.59 Billion
Q3 2023 Oct 23, 2023	BUY	$59.35 - $65.15 $1.24 Million - $1.36 Million	20,928 New	20,928 $1.26 Billion

Others Institutions Holding NULG

# of Institutions

265

Shares Held

16.6M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP GROWTH ET

Ticker NULG
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Kingswood Wealth Advisors, LLC Nuveen Esg Large Cap Growth Et Transaction History