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BHPW
NDVG
Beverly Hills Private Wealth’s
Nuveen Dividend Growth ETF
NDVG
Stock Holding History
Beverly Hills Private Wealth’s Portfolio
NDVG Stock Details
NDVG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-86,593
Closed
-$2.43M
–
378
2023
Q4
$2.43M
Buy
+86,593
New
+$2.28M
0.63%
41
Other funds holding NDVG
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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