Number of Shares
3,455.00
Current Holdings Value*
$270,460.00
% of Portfolio
0.15%
Total Estimate Gain
$37,244.90
% of Total Estimate Gain
12.71%

Quantum Financial Planning Services, Inc.'s Nuveen ESG Large-Cap Growth ETF Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 3,455.00 shares of Nuveen ESG Large-Cap Growth ETF(NULG), totaling $270,460.00. This investment constitutes 0.15% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.02% of the outstanding Nuveen ESG Large-Cap Growth ETF(NULG) stock.

The initial trade took place in 2025Q1. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of NULG, at an average price of $84.84, for a total of 3,455.00 shares. Based on historical transaction data and NULG's current price of $95.62, Quantum Financial Planning Services, Inc.'s estimated gain on his NULG holdings is $37,244.90, reflecting a 12.71% gain to date.

Quantum Financial Planning Services, Inc. NULG ($95.62) Holding Chart

Quantum Financial Planning Services, Inc. NULG ($95.62) 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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