Falcon Wealth Planning Nuveen Esg Mid Cap Value ETF Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 9,828 shares of NUMV stock, worth $346,142. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,828
Previous 9,342 5.2%
Holding current value
$346,142
Previous $308,000 17.53%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.84 $15,867 - $17,904
486 Added 5.2%
9,828 $362,000
Q2 2024

Jul 16, 2024
BUY
$32.02 - $34.08 $6,147 - $6,543
192 Added 2.1%
9,342 $308,000
Q1 2024

Apr 15, 2024
BUY
$30.4 - $34.2 $29,336 - $33,003
965 Added 11.79%
9,150 $312,000
Q4 2023

Jan 10, 2024
SELL
$26.41 - $31.72 $43,972 - $52,813
-1,665 Reduced 16.9%
8,185 $258,000
Q3 2023

Oct 05, 2023
BUY
$28.28 - $30.84 $17,363 - $18,935
614 Added 6.65%
9,850 $280,000
Q2 2023

Jul 13, 2023
BUY
$27.52 - $29.63 $254,174 - $273,662
9,236 New
9,236 $273,000

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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