Carson Advisory Inc. Nuveen Esg Mid Cap Value ETF Transaction History

Carson Advisory Inc.

  • $145 Million
  • Q2 2025

A detailed history of Carson Advisory Inc. transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Carson Advisory Inc. holds 18,970 shares of NUMV stock, worth $728,068. This represents 0.47% of its overall portfolio holdings.

Number of Shares
18,970
Previous 18,970 -0.0%
Holding current value
$728,068
Previous $648,000 5.4%
% of portfolio
0.47%
Previous 0.47%

Shares

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

May 02, 2025
SELL
$33.28 - $36.41 $16,640 - $18,205
-500 Reduced 2.57%
18,970 $648,000
Q4 2024

Feb 13, 2025
SELL
$34.46 - $38.29 $3,446 - $3,829
-100 Reduced 0.51%
19,470 $677,000
Q2 2024

Aug 07, 2024
SELL
$32.02 - $34.08 $16,010 - $17,040
-500 Reduced 2.49%
19,570 $646,000
Q1 2024

May 03, 2024
SELL
$30.4 - $34.2 $42,560 - $47,880
-1,400 Reduced 6.52%
20,070 $686,000
Q4 2023

Feb 06, 2024
SELL
$26.41 - $31.72 $44,897 - $53,924
-1,700 Reduced 7.34%
21,470 $677,000
Q2 2023

Jul 28, 2023
BUY
$27.52 - $29.63 $637,638 - $686,527
23,170 New
23,170 $686,000
Q4 2022

Feb 08, 2023
SELL
$28.44 - $33.1 $28,440 - $33,100
-1,000 Reduced 4.05%
23,670 $704,000
Q3 2022

Nov 07, 2022
SELL
$28.38 - $34.85 $22,704 - $27,880
-800 Reduced 3.14%
24,670 $700,000
Q2 2022

Aug 03, 2022
SELL
$29.7 - $36.67 $37,125 - $45,837
-1,250 Reduced 4.68%
25,470 $780,000
Q4 2021

Feb 08, 2022
BUY
$35.11 - $39.58 $938,139 - $1.06 Million
26,720 New
26,720 $987,000

Others Institutions Holding NUMV

# of Institutions
140
Shares Held
11M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG MID-CAP VALUE ETF

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