Joel Adams & Associates, Inc. Nuveen Esg Mid Cap Value ETF Transaction History
Joel Adams & Associates, Inc.
- $133 Billion
- Q4 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 7,357 shares of NUMV stock, worth $282,803. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,357
Previous 9,686
24.05%
Holding current value
$282,803
Previous $375 Million
23.24%
% of portfolio
0.22%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding NUMV
# of Institutions
140Shares Held
10.9MCall Options Held
0Put Options Held
0-
Tiaa, Fsb St. Louis, MO2.47MShares$95 Million0.27% of portfolio
-
Morgan Stanley New York, NY1.45MShares$55.9 Million0.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC958KShares$36.8 Million0.09% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA942KShares$36.2 Million5.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$22.3 Million0.01% of portfolio