Bergan Kdv Wealth Management, LLC Nuveen Esg Mid Cap Value ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 43,222 shares of NUMV stock, worth $1.52 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
43,222
Previous 26,374 63.88%
Holding current value
$1.52 Million
Previous $756,000 69.31%
% of portfolio
0.13%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$27.52 - $29.63 $463,656 - $499,206
16,848 Added 63.88%
43,222 $1.28 Million
Q1 2023

Apr 27, 2023
BUY
$26.97 - $32.94 $142,482 - $174,022
5,283 Added 25.05%
26,374 $756,000
Q4 2022

Jan 31, 2023
SELL
$28.44 - $33.1 $75,991 - $88,443
-2,672 Reduced 11.24%
21,091 $627,000
Q3 2022

Oct 24, 2022
BUY
$28.38 - $34.85 $65,756 - $80,747
2,317 Added 10.8%
23,763 $674,000
Q2 2022

Jul 13, 2022
BUY
$29.7 - $36.67 $5,078 - $6,270
171 Added 0.8%
21,446 $657,000
Q1 2022

May 09, 2022
BUY
$34.17 - $37.54 $22,859 - $25,114
669 Added 3.25%
21,275 $766,000
Q4 2021

Jan 28, 2022
BUY
$35.11 - $39.58 $120,532 - $135,878
3,433 Added 19.99%
20,606 $761,000
Q3 2021

Nov 12, 2021
BUY
$34.96 - $37.85 $256,956 - $278,197
7,350 Added 74.82%
17,173 $623,000
Q2 2021

Aug 10, 2021
BUY
$34.77 - $37.5 $47,391 - $51,112
1,363 Added 16.11%
9,823 $356,000
Q1 2021

May 11, 2021
BUY
$29.56 - $34.97 $228,587 - $270,423
7,733 Added 1063.69%
8,460 $291,000
Q3 2020

Nov 05, 2020
BUY
$23.28 - $26.62 $16,924 - $19,352
727 New
727 $19,000

Others Institutions Holding NUMV

# of Institutions
126
Shares Held
10.4M
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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