Soa Wealth Advisors, Llc. Nuveen Esg Mid Cap Growth ETF Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 15,114 shares of NUMG stock, worth $749,805. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,114
Previous 17,047 11.34%
Holding current value
$749,805
Previous $764,000 6.28%
% of portfolio
0.13%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$44.28 - $51.47 $85,593 - $99,491
-1,933 Reduced 11.34%
15,114 $716,000
Q2 2024

Jul 17, 2024
SELL
$40.6 - $44.23 $47,664 - $51,926
-1,174 Reduced 6.44%
17,047 $712,000
Q1 2024

Apr 10, 2024
BUY
$40.49 - $44.69 $14,859 - $16,401
367 Added 2.06%
18,221 $810,000
Q4 2023

Jan 10, 2024
BUY
$33.95 - $42.66 $8,114 - $10,195
239 Added 1.36%
17,854 $755,000
Q3 2023

Oct 10, 2023
BUY
$36.1 - $40.81 $21,696 - $24,526
601 Added 3.53%
17,615 $645,000
Q2 2023

Jul 07, 2023
BUY
$35.66 - $39.03 $606,719 - $664,056
17,014 New
17,014 $664,000

Others Institutions Holding NUMG

# of Institutions
136
Shares Held
8.25M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG MID-CAP GROWTH ETF

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