Mascoma Wealth Management LLC Nuveen Esg Large Cap Value ETF Transaction History

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 74,295 shares of NULV stock, worth $2.96 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
74,295
Previous 66,940 10.99%
Holding current value
$2.96 Million
Previous $2.53 Million 22.54%
% of portfolio
0.77%
Previous 0.67%

Shares

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

Nov 05, 2024
BUY
$37.61 - $41.72 $276,621 - $306,850
7,355 Added 10.99%
74,295 $3.1 Million
Q2 2024

Aug 02, 2024
BUY
$36.61 - $38.62 $162,438 - $171,356
4,437 Added 7.1%
66,940 $2.53 Million
Q1 2024

May 02, 2024
BUY
$35.41 - $38.86 $377,187 - $413,936
10,652 Added 20.54%
62,503 $2.43 Million
Q4 2023

Jan 24, 2024
BUY
$32.04 - $36.15 $70,904 - $79,999
2,213 Added 4.46%
51,851 $1.86 Million
Q3 2023

Oct 13, 2023
SELL
$33.59 - $35.96 $36,512 - $39,088
-1,087 Reduced 2.14%
49,638 $1.67 Million
Q2 2023

Aug 09, 2023
SELL
$32.78 - $34.65 $139,216 - $147,158
-4,247 Reduced 7.73%
50,725 $1.76 Million
Q1 2023

May 01, 2023
BUY
$32.38 - $35.79 $150,210 - $166,029
4,639 Added 9.22%
54,972 $1.87 Million
Q4 2022

Jan 24, 2023
BUY
$31.03 - $36.5 $107,456 - $126,399
3,463 Added 7.39%
50,333 $0
Q3 2022

Oct 18, 2022
BUY
$30.87 - $36.66 $150,707 - $178,974
4,882 Added 11.63%
46,870 $1.45 Million
Q2 2022

Jul 14, 2022
BUY
$32.39 - $38.82 $911,098 - $1.09 Million
28,129 Added 202.97%
41,988 $1.4 Million
Q1 2022

Apr 25, 2022
BUY
$35.91 - $39.31 $497,676 - $544,797
13,859 New
13,859 $527,000

Others Institutions Holding NULV

# of Institutions
257
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 Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management 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 Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email