Trademark Financial Management, LLC Nuveen Esg Large Cap Value ETF Transaction History

Trademark Financial Management, LLC

$172 Billion
Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 27,848 shares of NULV stock, worth $1.24 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

27,848

Previous 27,762 0.31%

Holding current value

$1.24 Million

Previous $1.16 Billion 4.89%

% of portfolio

0.71%

Previous 0.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$41.5 - $43.83 $3,569 - $3,769	86 Added 0.31%	27,848 $1.22 Billion
Q2 2025 Jul 31, 2025	BUY	$36.02 - $41.92 $35,695 - $41,542	991 Added 3.7%	27,762 $1.16 Billion
Q1 2025 Apr 25, 2025	SELL	$38.89 - $41.6 $27,028 - $28,912	-695 Reduced 2.53%	26,771 $1.08 Billion
Q4 2024 Jan 30, 2025	BUY	$38.96 - $43.28 $387,223 - $430,159	9,939 Added 56.71%	27,466 $1.08 Billion
Q3 2024 Oct 31, 2024	BUY	$37.61 - $41.72 $29,072 - $32,249	773 Added 4.61%	17,527 $731 Million

Q2 2024 Jul 30, 2024	SELL	$36.61 - $38.62 $6,955 - $7,337	-190 Reduced 1.12%	16,754 $633 Million
Q1 2024 May 07, 2024	SELL	$35.41 - $38.86 $283,775 - $311,424	-8,014 Reduced 32.11%	16,944 $658 Million
Q4 2023 Feb 13, 2024	BUY	$32.04 - $36.15 $799,654 - $902,231	24,958 New	24,958 $896 Million

Others Institutions Holding NULV

# of Institutions

287

Shares Held

41.2M

Call Options Held

Put Options Held

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About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC Nuveen Esg Large Cap Value ETF Transaction History