A detailed history of Falcon Wealth Planning transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 6,287 shares of NUMG stock, worth $280,714. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,287
Previous 6,151 2.21%
Holding current value
$280,714
Previous $273,000 4.03%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$40.6 - $44.23 $5,521 - $6,015
136 Added 2.21%
6,287 $262,000
Q1 2024

Apr 15, 2024

BUY
$40.49 - $44.69 $18,099 - $19,976
447 Added 7.84%
6,151 $273,000
Q4 2023

Jan 10, 2024

SELL
$33.95 - $42.66 $67 - $85
-2 Reduced 0.04%
5,704 $241,000
Q3 2023

Oct 05, 2023

BUY
$36.1 - $40.81 $205,986 - $232,861
5,706 New
5,706 $209,000

Others Institutions Holding NUMG

About NUVEEN ESG MID-CAP GROWTH ETF


  • Ticker NUMG
  • Sector ETFs
  • Industry ETFs
More about NUMG
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning 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 Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.