Bergan Kdv Wealth Management, LLC Nuveen Esg Mid Cap Value ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 43,222 shares of NUMV stock, worth $1.41 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

43,222

Previous 26,374 63.88%

Holding current value

$1.41 Million

Previous $756,000 69.31%

% of portfolio

0.13%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$27.52 - $29.63 $463,656 - $499,206	16,848 Added 63.88%	43,222 $1.28 Million
Q1 2023 Apr 27, 2023	BUY	$26.97 - $32.94 $142,482 - $174,022	5,283 Added 25.05%	26,374 $756,000
Q4 2022 Jan 31, 2023	SELL	$29.37 - $33.1 $78,476 - $88,443	-2,672 Reduced 11.24%	21,091 $627,000
Q3 2022 Oct 24, 2022	BUY	N/A	2,317 Added 10.8%	23,763 $674,000
Q2 2022 Jul 13, 2022	BUY	N/A	171 Added 0.8%	21,446 $657,000

Q1 2022 May 09, 2022	BUY	N/A	669 Added 3.25%	21,275 $766,000
Q4 2021 Jan 28, 2022	BUY	N/A	3,433 Added 19.99%	20,606 $761,000
Q3 2021 Nov 12, 2021	BUY	N/A	7,350 Added 74.82%	17,173 $623,000
Q2 2021 Aug 10, 2021	BUY	N/A	1,363 Added 16.11%	9,823 $356,000
Q1 2021 May 11, 2021	BUY	N/A	7,733 Added 1063.69%	8,460 $291,000
Q3 2020 Nov 05, 2020	BUY	N/A	727 New	727 $19,000

Others Institutions Holding NUMV

# of Institutions

121

Shares Held

10.6M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG MID-CAP VALUE ETF

Ticker NUMV
Sector ETFs
Industry ETFs

More about NUMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Nuveen Esg Mid Cap Value ETF Transaction History