Number of Shares
95,711.00
Current Holdings Value*
$3.88 Mil
% of Portfolio
2.49%
Total Estimate Gain
$1.51 Mil
% of Total Estimate Gain
14.41%

Clarity Asset Management, Inc.'s Nuveen ESG Large-Cap Value ETF Holding Summary

As of 2025-03-31, Clarity Asset Management, Inc. held 95,711.00 shares of Nuveen ESG Large-Cap Value ETF(NULV), totaling $3.88 Mil. This investment constitutes 2.49% of their stock portfolio, and Clarity Asset Management, Inc. now holds 0.23% of the outstanding Nuveen ESG Large-Cap Value ETF(NULV) stock.

The initial trade took place in 2023Q4. And since then Clarity Asset Management, Inc. has made 2 purchases of NULV, at an average price of $34.19, for a total of 306,698.00 shares. In addition, there have been 3 sales at an average price of $37.58 for 210,987.00 shares. Based on historical transaction data and NULV's current price of $42.50, Clarity Asset Management, Inc.'s estimated gain on his NULV holdings is $1.51 Mil, reflecting a 14.41% gain to date.

Clarity Asset Management, Inc. NULV ($42.50) Holding Chart

Clarity Asset Management, Inc. NULV ($42.50) 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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