Fingerlakes Wealth Management, Inc. Nuveen Esg Mid Cap Growth ETF Transaction History

Fingerlakes Wealth Management, Inc.

$117 Million
Q1 2025

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 7,343 shares of NUMG stock, worth $346,369. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,343

Previous 7,233 1.52%

Holding current value

$346,369

Previous $342,000 7.89%

% of portfolio

0.27%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$41.78 - $50.35 $4,595 - $5,538	110 Added 1.52%	7,343 $315,000
Q4 2024 Jan 31, 2025	SELL	$44.28 - $51.47 $1,284 - $1,492	-29 Reduced 0.4%	7,233 $342,000
Q3 2024 Oct 31, 2024	BUY	$39.43 - $44.82 $15,417 - $17,524	391 Added 5.69%	7,262 $325,000
Q2 2024 Aug 07, 2024	BUY	$40.6 - $44.23 $1,583 - $1,724	39 Added 0.57%	6,871 $287,000
Q1 2024 Apr 24, 2024	BUY	$40.49 - $44.69 $8,907 - $9,831	220 Added 3.33%	6,832 $303,000
Q4 2023 Jan 26, 2024	SELL	$33.95 - $42.66 $3,632 - $4,564	-107 Reduced 1.59%	6,612 $279,000
Q3 2023 Nov 07, 2023	SELL	$36.1 - $40.81 $1,624 - $1,836	-45 Reduced 0.67%	6,719 $246,000
Q2 2023 Aug 10, 2023	BUY	$35.66 - $39.03 $71 - $78	2 Added 0.03%	6,764 $263,000
Q1 2023 May 02, 2023	BUY	$34.99 - $40.17 $8,292 - $9,520	237 Added 3.63%	6,762 $258,000
Q4 2022 Feb 10, 2023	BUY	$32.21 - $37.17 $2,029 - $2,341	63 Added 0.97%	6,525 $229,000
Q3 2022 Oct 28, 2022	BUY	$32.97 - $40.71 $10,913 - $13,475	331 Added 5.4%	6,462 $213,000
Q2 2022 Aug 05, 2022	BUY	$32.84 - $44.35 $18,390 - $24,836	560 Added 10.05%	6,131 $210,000
Q1 2022 May 06, 2022	BUY	$39.39 - $48.67 $28,872 - $35,675	733 Added 15.15%	5,571 $244,000
Q4 2021 Feb 17, 2022	BUY	$46.99 - $59.46 $227,337 - $287,667	4,838 New	4,838 $236,000

Others Institutions Holding NUMG

# of Institutions

147

Shares Held

8.1M

Call Options Held

Put Options Held

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About NUVEEN ESG MID-CAP GROWTH ETF

Ticker NUMG
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Fingerlakes Wealth Management, Inc. Nuveen Esg Mid Cap Growth ETF Transaction History