Ep Wealth Advisors, LLC Nuveen Esg Mid Cap Growth ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024
BUY
$33.95 - $42.66 $206,925 - $260,012
6,095 Added 143.11%
10,354 $438,000
Q3 2023

Nov 22, 2023
BUY
$36.1 - $40.81 $153,749 - $173,809
4,259 New
4,259 $156,000
Q1 2023

Jun 05, 2023
BUY
$34.99 - $40.17 $1.04 Million - $1.2 Million
29,761 Added 181.59%
46,150 $1.76 Million
Q3 2022

Dec 02, 2022
BUY
$32.97 - $40.71 $53,345 - $65,868
1,618 Added 10.95%
16,389 $540,000
Q2 2022

Aug 11, 2022
BUY
$32.84 - $44.35 $20,590 - $27,807
627 Added 4.43%
14,771 $507,000
Q1 2022

May 20, 2022
BUY
$39.39 - $48.67 $122,975 - $151,947
3,122 Added 28.33%
14,144 $620,000
Q4 2021

Feb 17, 2022
BUY
$46.99 - $59.46 $51,266 - $64,870
1,091 Added 10.99%
11,022 $542,000
Q3 2021

Nov 23, 2021
SELL
$53.4 - $58.36 $416,039 - $454,682
-7,791 Reduced 43.96%
9,931 $540,000
Q3 2021

Nov 16, 2021
BUY
$53.4 - $58.36 $442,258 - $483,337
8,282 Added 87.73%
17,722 $540,000
Q2 2021

Aug 24, 2021
BUY
$48.49 - $54.95 $103,041 - $116,768
2,125 Added 29.05%
9,440 $516,000
Q1 2021

May 17, 2021
BUY
$47.09 - $53.2 $344,463 - $389,158
7,315 New
7,315 $366,000

Others Institutions Holding NUMG

# of Institutions
131
Shares Held
8.17M
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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email