Kingswood Wealth Advisors, LLC Nuveen Esg Large Cap Value ETF 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 Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 21,094 shares of NULV stock, worth $806,845. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,094

Previous 24,937 15.41%

Holding current value

$806,845

Previous $982 Million 13.01%

% of portfolio

0.03%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$38.89 - $41.6 $149,454 - $159,868	-3,843 Reduced 15.41%	21,094 $854 Million
Q4 2024 Jan 22, 2025	SELL	$38.96 - $43.28 $912,170 - $1.01 Million	-23,413 Reduced 48.42%	24,937 $982 Million
Q3 2024 Oct 21, 2024	BUY	$37.61 - $41.72 $98,726 - $109,515	2,625 Added 5.74%	48,350 $2.02 Billion
Q2 2024 Jul 09, 2024	BUY	$36.61 - $38.62 $863,080 - $910,466	23,575 Added 106.43%	45,725 $1.73 Billion
Q1 2024 Apr 15, 2024	SELL	$35.41 - $38.86 $640,920 - $703,366	-18,100 Reduced 44.97%	22,150 $861 Million
Q4 2023 Jan 16, 2024	BUY	$32.04 - $36.15 $96,120 - $108,450	3,000 Added 8.05%	40,250 $1.45 Billion
Q3 2023 Oct 23, 2023	BUY	$33.59 - $35.96 $1.25 Million - $1.34 Million	37,250 New	37,250 $1.25 Billion

Others Institutions Holding NULV

# of Institutions

271

Shares Held

41.9M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

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