Falcon Wealth Planning Nuveen Esg Mid Cap Value ETF Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 9,042 shares of NUMV stock, worth $347,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,042
Previous 7,269 24.39%
Holding current value
$347,031
Previous $262,000 33.21%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$35.99 - $38.74 $63,810 - $68,686
1,773 Added 24.39%
9,042 $349,000
Q2 2025

Jul 16, 2025
BUY
$30.28 - $36.05 $20,317 - $24,189
671 Added 10.17%
7,269 $262,000
Q1 2025

Apr 24, 2025
SELL
$33.28 - $36.41 $97,410 - $106,572
-2,927 Reduced 30.73%
6,598 $225,000
Q4 2024

Jan 22, 2025
SELL
$34.46 - $38.29 $10,441 - $11,601
-303 Reduced 3.08%
9,525 $331,000
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.84 $15,867 - $17,904
486 Added 5.2%
9,828 $362,000
Q2 2024

Jul 16, 2024
BUY
$32.02 - $34.08 $6,147 - $6,543
192 Added 2.1%
9,342 $308,000
Q1 2024

Apr 15, 2024
BUY
$30.4 - $34.2 $29,336 - $33,003
965 Added 11.79%
9,150 $312,000
Q4 2023

Jan 10, 2024
SELL
$26.41 - $31.72 $43,972 - $52,813
-1,665 Reduced 16.9%
8,185 $258,000
Q3 2023

Oct 05, 2023
BUY
$28.28 - $30.84 $17,363 - $18,935
614 Added 6.65%
9,850 $280,000
Q2 2023

Jul 13, 2023
BUY
$27.52 - $29.63 $254,174 - $273,662
9,236 New
9,236 $273,000

Others Institutions Holding NUMV

# of Institutions
141
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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