Avantax Planning Partners, Inc. Nuveen Esg Mid Cap Value ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 19,982 shares of NUMV stock, worth $725,346. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,982
Previous 20,349 1.8%
Holding current value
$725,346
Previous $695,000 5.04%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$32.02 - $34.08 $11,751 - $12,507
-367 Reduced 1.8%
19,982 $660,000
Q1 2024

May 02, 2024
BUY
$30.4 - $34.2 $2,036 - $2,291
67 Added 0.33%
20,349 $695,000
Q4 2023

Feb 09, 2024
SELL
$26.41 - $31.72 $2,852 - $3,425
-108 Reduced 0.53%
20,282 $639,000
Q3 2023

Nov 03, 2023
SELL
$28.28 - $30.84 $62,159 - $67,786
-2,198 Reduced 9.73%
20,390 $579,000
Q2 2023

Jul 17, 2023
BUY
$27.52 - $29.63 $13,072 - $14,074
475 Added 2.15%
22,588 $669,000
Q1 2023

Apr 20, 2023
BUY
$26.97 - $32.94 $20,632 - $25,199
765 Added 3.58%
22,113 $634,000
Q4 2022

Feb 09, 2023
BUY
$28.44 - $33.1 $30,971 - $36,045
1,089 Added 5.38%
21,348 $635,000
Q3 2022

Oct 14, 2022
SELL
$28.38 - $34.85 $55,908 - $68,654
-1,970 Reduced 8.86%
20,259 $575,000
Q2 2022

Jul 18, 2022
SELL
$29.7 - $36.67 $105,345 - $130,068
-3,547 Reduced 13.76%
22,229 $681,000
Q1 2022

May 09, 2022
BUY
$34.17 - $37.54 $5,159 - $5,668
151 Added 0.59%
25,776 $928,000
Q4 2021

Jan 28, 2022
BUY
$35.11 - $39.58 $32,827 - $37,007
935 Added 3.79%
25,625 $947,000
Q3 2021

Oct 27, 2021
BUY
$34.96 - $37.85 $27,618 - $29,901
790 Added 3.31%
24,690 $896,000
Q2 2021

Aug 10, 2021
BUY
$34.77 - $37.5 $22,148 - $23,887
637 Added 2.74%
23,900 $867,000
Q1 2021

May 06, 2021
SELL
$29.56 - $34.97 $55,602 - $65,778
-1,881 Reduced 7.48%
23,263 $801,000
Q4 2020

Feb 04, 2021
SELL
$25.37 - $30.28 $22,173 - $26,464
-874 Reduced 3.36%
25,144 $756,000
Q3 2020

Oct 28, 2020
SELL
$23.28 - $26.62 $21,277 - $24,330
-914 Reduced 3.39%
26,018 $663,000
Q2 2020

Jul 15, 2020
BUY
$18.58 - $26.66 $500,396 - $718,007
26,932 New
26,932 $647,000
Q1 2020

Apr 27, 2020
SELL
$17.3 - $30.6 $417,051 - $737,674
-24,107 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$28.03 - $30.92 $26,348 - $29,064
940 Added 4.06%
24,107 $729,000
Q3 2019

Nov 08, 2019
BUY
$28.75 - $29.26 $11,643 - $11,850
405 Added 1.78%
23,167 $673,000
Q2 2019

Aug 07, 2019
BUY
N/A
22,762 New
22,762 $654,000

Others Institutions Holding NUMV

# of Institutions
123
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG MID-CAP VALUE ETF

NUMV Quotes by TradingView
  • Ticker NUMV
  • Sector ETFs
  • Industry ETFs
More about NUMV
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