Walkner Condon Financial Advisors LLC Nuveen Esg Large Cap Value ETF Transaction History

Walkner Condon Financial Advisors LLC

$484 Million
Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 16,387 shares of NULV stock, worth $669,572. This represents 0.14% of its overall portfolio holdings.

Number of Shares

16,387

Previous 16,785 2.37%

Holding current value

$669,572

Previous $634,000 7.73%

% of portfolio

0.14%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$37.61 - $41.72 $14,968 - $16,604	-398 Reduced 2.37%	16,387 $683,000
Q2 2024 Jul 26, 2024	SELL	$36.61 - $38.62 $59,271 - $62,525	-1,619 Reduced 8.8%	16,785 $634,000
Q1 2024 Apr 22, 2024	SELL	$35.41 - $38.86 $4,142 - $4,546	-117 Reduced 0.63%	18,404 $715,000
Q4 2023 Jan 23, 2024	SELL	$32.04 - $36.15 $179,936 - $203,018	-5,616 Reduced 23.27%	18,521 $665,000
Q3 2023 Oct 19, 2023	SELL	$33.59 - $35.96 $36,210 - $38,764	-1,078 Reduced 4.28%	24,137 $810,000
Q2 2023 Jul 21, 2023	BUY	$32.78 - $34.65 $48,317 - $51,074	1,474 Added 6.21%	25,215 $873,000
Q1 2023 Apr 20, 2023	SELL	$32.38 - $35.79 $3,917 - $4,330	-121 Reduced 0.51%	23,741 $808,000
Q4 2022 Jan 25, 2023	SELL	$31.03 - $36.5 $57,901 - $68,109	-1,866 Reduced 7.25%	23,862 $0
Q3 2022 Oct 28, 2022	BUY	$30.87 - $36.66 $1,420 - $1,686	46 Added 0.18%	25,728 $794,000
Q2 2022 Aug 04, 2022	SELL	$32.39 - $38.82 $81,104 - $97,205	-2,504 Reduced 8.88%	25,682 $857,000
Q1 2022 May 03, 2022	BUY	$35.91 - $39.31 $1.01 Million - $1.11 Million	28,186 New	28,186 $1.07 Billion
Q4 2021 Feb 11, 2022	SELL	$37.28 - $39.88 $1.15 Million - $1.23 Million	-30,899 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$37.12 - $39.19 $23,311 - $24,611	-628 Reduced 1.99%	30,899 $1.16 Million
Q2 2021 Aug 10, 2021	SELL	$36.47 - $38.55 $1.09 Million - $1.15 Million	-29,775 Reduced 48.57%	31,527 $1.19 Million
Q1 2021 Apr 13, 2021	BUY	$32.32 - $36.47 $113,249 - $127,790	3,504 Added 6.06%	61,302 $2.22 Million
Q4 2020 Jan 12, 2021	BUY	$28.34 - $33.34 $135,776 - $159,731	4,791 Added 9.04%	57,798 $1.9 Million
Q3 2020 Nov 10, 2020	BUY	$27.45 - $30.45 $200,577 - $222,498	7,307 Added 15.99%	53,007 $1.54 Million
Q2 2020 Aug 26, 2020	SELL	$23.39 - $30.27 $58,334 - $75,493	-2,494 Reduced 5.17%	45,700 $1.28 Million
Q1 2020 Aug 26, 2020	BUY	$21.0 - $33.33 $306,747 - $486,851	14,607 Added 43.49%	48,194 $1.18 Million
Q4 2019 Aug 26, 2020	BUY	$30.13 - $33.31 $1.01 Million - $1.12 Million	33,587 New	33,587 $1.1 Million

Others Institutions Holding NULV

# of Institutions

253

Shares Held

41.3M

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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Walkner Condon Financial Advisors LLC Nuveen Esg Large Cap Value ETF Transaction History