Number of Shares
12,853.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
0.83%
Total Estimate Gain
$6.90 Mil
% of Total Estimate Gain
38.23%

Refined Wealth Management's Nuveen ESG Large-Cap Growth ETF Holding Summary

As of 2025-06-30, Refined Wealth Management held 12,853.00 shares of Nuveen ESG Large-Cap Growth ETF(NULG), totaling $1.21 Mil. This investment constitutes 0.83% of their stock portfolio, and Refined Wealth Management now holds 0.07% of the outstanding Nuveen ESG Large-Cap Growth ETF(NULG) stock.

The initial trade took place in 2022Q1. And since then Refined Wealth Management has made 8 purchases of NULG, at an average price of $57.83, for a total of 312,075.00 shares. In addition, there have been 6 sales at an average price of $79.26 for 299,222.00 shares. Based on historical transaction data and NULG's current price of $95.58, Refined Wealth Management's estimated gain on his NULG holdings is $6.90 Mil, reflecting a 38.23% gain to date.

Refined Wealth Management NULG ($95.58) Holding Chart

Refined Wealth Management NULG ($95.58) 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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