CGC Financial Services, LLC NULV Holdings History
CGC Financial Services, LLC's Nuveen ESG Large-Cap Value ETF Holding Summary
As of 2025-03-31, CGC Financial Services, LLC held 154,684.00 shares of Nuveen ESG Large-Cap Value ETF(NULV), totaling $6.26 Mil. This investment constitutes 2.48% of their stock portfolio, and CGC Financial Services, LLC now holds 0.38% of the outstanding Nuveen ESG Large-Cap Value ETF(NULV) stock.
The initial trade took place in 2023Q2. And since then CGC Financial Services, LLC has made 4 purchases of NULV, at an average price of $34.33, for a total of 159,324.00 shares. In addition, there have been 3 sales at an average price of $37.39 for 4,640.00 shares. Based on historical transaction data and NULV's current price of $42.04, CGC Financial Services, LLC's estimated gain on his NULV holdings is $1.21 Mil, reflecting a 22.08% gain to date.
CGC Financial Services, LLC NULV ($42.04) Holding Chart
CGC Financial Services, LLC NULV ($42.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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