Invera Wealth Advisors, LLC NULV Holdings History
Invera Wealth Advisors, LLC's Nuveen ESG Large-Cap Value ETF Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 95,330.00 shares of Nuveen ESG Large-Cap Value ETF(NULV), totaling $3.86 Mil. This investment constitutes 4.54% of their stock portfolio, and Invera Wealth Advisors, LLC 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 Invera Wealth Advisors, LLC has made 2 purchases of NULV, at an average price of $34.26, for a total of 115,677.00 shares. In addition, there have been 3 sales at an average price of $39.72 for 20,347.00 shares. Based on historical transaction data and NULV's current price of $42.50, Invera Wealth Advisors, LLC's estimated gain on his NULV holdings is $896,026.68, reflecting a 22.61% gain to date.
Invera Wealth Advisors, LLC NULV ($42.50) Holding Chart
Invera Wealth Advisors, LLC 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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