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

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 5,294 shares of NUMG stock, worth $266,394. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,294

Previous 5,391 1.8%

Holding current value

$266,394

Previous $241,000 3.73%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$44.28 - $51.47 $4,295 - $4,992	-97 Reduced 1.8%	5,294 $250,000
Q3 2024 Oct 17, 2024	SELL	$39.43 - $44.82 $1,932 - $2,196	-49 Reduced 0.9%	5,391 $241,000
Q2 2024 Jul 18, 2024	BUY	$40.6 - $44.23 $2,111 - $2,299	52 Added 0.97%	5,440 $227,000
Q1 2024 Apr 23, 2024	BUY	$40.49 - $44.69 $121 - $134	3 Added 0.06%	5,388 $239,000
Q4 2023 Jan 23, 2024	BUY	$33.95 - $42.66 $182,820 - $229,724	5,385 New	5,385 $227,000
Q2 2023 Jul 17, 2023	BUY	$35.66 - $39.03 $185,681 - $203,229	5,207 New	5,207 $203,000
Q4 2021 Feb 15, 2022	SELL	$46.99 - $59.46 $173,017 - $218,931	-3,682 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$53.4 - $58.36 $51,851 - $56,667	-971 Reduced 20.87%	3,682 $200,000
Q2 2021 Aug 11, 2021	SELL	$48.49 - $54.95 $1,163 - $1,318	-24 Reduced 0.51%	4,653 $254,000
Q1 2021 May 07, 2021	BUY	$47.09 - $53.2 $220,239 - $248,816	4,677 New	4,677 $234,000

Others Institutions Holding NUMG

# of Institutions

134

Shares Held

8.24M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG MID-CAP GROWTH ETF

Ticker NUMG
Sector ETFs
Industry ETFs

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