EP Wealth Advisors, LLC

Position in NULV — Nuveen ESG Large-Cap Value ETF

CIK 1540569 TORRANCE, CA

Back to NULV Full portfolio

All Filings in NULV

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 NULV	$6,607,601	145,222	+54.7%	Shares	Sole	2026-05-14
2025-12-31 NULV	$4,230,194	93,900	+65.3%	Shares	Sole	2026-02-18
2025-06-30 NULV	$2,381,316	56,813	+5.9%	Shares	Sole	2025-08-14
2025-03-31 NULV	$2,171,924	53,641	-1.2%	Shares	Sole	2025-05-15
2024-12-31 NULV	$2,136,846	54,276	-36.4%	Shares	Sole	2025-02-14
2024-09-30 NULV	$3,561,010	85,355	-7.2%	Shares	Sole	2024-11-15
2024-06-30 NULV	$3,474,223	91,935	-0.8%	Shares	Sole	2024-08-19
2024-03-31 NULV	$3,602,283	92,699	-1.3%	Shares	Sole	2024-05-14
2023-12-31 NULV	$3,374,319	93,966	-18.4%	Shares	Sole	2024-02-28
2023-09-30 NULV	$3,866,544	115,110	+9688.3%	Shares	Sole	2023-11-24
2023-06-30 NULV	$40,748	1,176	-22.1%	Shares	Sole	2023-08-14
2023-03-31 NULV	$51,411	1,509	-95.1%	Shares	Sole	2023-06-05
2022-12-31 NULV	$1,052,708	30,745	+19.1%	Shares	Sole	2023-06-12
2022-09-30 NULV	$796,600	25,805	+165.3%	Shares	Sole	2022-12-02
2022-06-30 NULV	$324,620	9,725	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.