Atria Wealth Solutions, Inc. Nuveen Esg Mid Cap Growth ETF Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,939 shares of NUMG stock, worth $421,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,939
Previous 4,513 98.07%
Holding current value
$421,652
Previous $213,000 79.81%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$41.78 - $50.35 $184,918 - $222,849
4,426 Added 98.07%
8,939 $383,000
Q4 2024

Jan 31, 2025
SELL
$44.28 - $51.47 $17,756 - $20,639
-401 Reduced 8.16%
4,513 $213,000
Q3 2024

Nov 08, 2024
SELL
$39.43 - $44.82 $4,100 - $4,661
-104 Reduced 2.07%
4,914 $220,000
Q2 2024

Jul 22, 2024
SELL
$40.6 - $44.23 $90,172 - $98,234
-2,221 Reduced 30.68%
5,018 $209,000
Q1 2024

May 13, 2024
BUY
$40.49 - $44.69 $293,107 - $323,510
7,239 New
7,239 $321,000

Others Institutions Holding NUMG

# of Institutions
147
Shares Held
8.1M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email