Tolleson Wealth Management, Inc.

Position in NULC — Nuveen ESG Large-Cap ETF

CIK 1772937 DALLAS, TX

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All Filings in NULC

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31 NULC	$3,706,604	77,463	+2.1%	Shares	Defined	2026-02-17
2025-09-30 NULC	$3,951,205	75,868	+2.4%	Shares	Defined	2025-11-14
2025-06-30 NULC	$3,630,146	74,068	0.0%	Shares	Defined	2025-08-28
2025-03-31 NULC	$3,246,400	74,068	+16.8%	Shares	Defined	2025-08-28
2024-12-31 NULC	$2,880,572	63,418	0.0%	Shares	Defined	2025-02-14
2024-09-30 NULC	$2,935,936	63,418	+2.8%	Shares	Defined	2024-11-14
2024-06-30 NULC	$2,703,908	61,688	0.0%	Shares	Defined	2024-08-14
2024-03-31 NULC	$2,662,577	61,688	+44.5%	Shares	Defined	2024-05-15
2023-12-31 NULC	$1,663,081	42,688	+22.5%	Shares	Defined	2024-02-14
2023-09-30 NULC	$1,227,133	34,838	0.0%	Shares	Defined	2023-11-14
2023-06-30 NULC	$1,263,504	34,838	-17.5%	Shares	Defined	2023-08-14
2023-03-31 NULC	$1,445,384	42,238	0.0%	Shares	Defined	2023-05-15
2022-12-31 NULC	$1,360,908	42,238	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.