Concord Wealth Partners Nuveen Esg Mid Cap Value ETF Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Concord Wealth Partners holds 821 shares of NUMV stock, worth $31,559. This represents 0.0% of its overall portfolio holdings.
Number of Shares
821
Previous 821
-0.0%
Holding current value
$31,559
Previous $29,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding NUMV
# of Institutions
139Shares Held
11MCall Options Held
0Put Options Held
0-
Tiaa, Fsb St. Louis, MO2.47MShares$95 Million0.27% of portfolio
-
Morgan Stanley New York, NY1.45MShares$55.9 Million0.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC958KShares$36.8 Million0.09% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA942KShares$36.2 Million5.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$22.3 Million0.01% of portfolio