Avantax Planning Partners, Inc. Nuveen Esg Mid Cap Growth ETF Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$40.6 - $44.23 $11,855 - $12,915	-292 Reduced 5.44%	5,071 $212,000
Q1 2024 May 02, 2024	SELL	$40.49 - $44.69 $2,226 - $2,457	-55 Reduced 1.02%	5,363 $238,000
Q4 2023 Feb 09, 2024	SELL	$33.95 - $42.66 $11,882 - $14,930	-350 Reduced 6.07%	5,418 $229,000
Q3 2023 Nov 03, 2023	SELL	$36.1 - $40.81 $56,785 - $64,194	-1,573 Reduced 21.43%	5,768 $211,000
Q2 2023 Jul 17, 2023	SELL	$35.66 - $39.03 $142 - $156	-4 Reduced 0.05%	7,341 $286,000
Q1 2023 Apr 20, 2023	BUY	$34.99 - $40.17 $26,942 - $30,930	770 Added 11.71%	7,345 $280,000
Q4 2022 Feb 09, 2023	BUY	$32.21 - $37.17 $211,780 - $244,392	6,575 New	6,575 $231,000
Q2 2022 Jul 18, 2022	BUY	$32.84 - $44.35 $23,776 - $32,109	724 Added 12.79%	6,383 $219,000
Q1 2022 May 09, 2022	SELL	$39.39 - $48.67 $4,490 - $5,548	-114 Reduced 1.97%	5,659 $248,000
Q4 2021 Jan 28, 2022	BUY	$46.99 - $59.46 $56,388 - $71,352	1,200 Added 26.24%	5,773 $284,000
Q3 2021 Oct 27, 2021	BUY	$53.4 - $58.36 $21,787 - $23,810	408 Added 9.8%	4,573 $249,000
Q2 2021 Aug 10, 2021	BUY	$48.49 - $54.95 $201,960 - $228,866	4,165 New	4,165 $228,000
Q4 2020 Feb 04, 2021	SELL	$42.71 - $50.11 $231,958 - $272,147	-5,431 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$39.28 - $44.28 $4,006 - $4,516	-102 Reduced 1.84%	5,431 $229,000
Q2 2020 Jul 15, 2020	BUY	$28.09 - $39.43 $155,421 - $218,166	5,533 New	5,533 $216,000
Q1 2020 Apr 27, 2020	SELL	$24.98 - $37.51 $151,828 - $227,985	-6,078 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$31.62 - $35.49 $192,186 - $215,708	6,078 New	6,078 $214,000

Others Institutions Holding NUMG

# of Institutions

144

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

1.37M
Shares

$66.1 Million
0.19% of portfolio
Morgan Stanley New York, NY

891K
Shares

$43 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

886K
Shares

$42.7 Million
0.01% of portfolio
Tiaa Trust, National Association Charlotte, NC

637K
Shares

$30.7 Million
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

521K
Shares

$25.1 Million
0.01% of portfolio

About NUVEEN ESG MID-CAP GROWTH ETF

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