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

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 18,763 shares of NUMV stock, worth $615,801. This represents 0.62% of its overall portfolio holdings.

Number of Shares

18,763

Previous 17,217 8.98%

Holding current value

$615,801

Previous $543,000 18.05%

% of portfolio

0.62%

Previous 0.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$30.4 - $34.2 $46,998 - $52,873	1,546 Added 8.98%	18,763 $641,000
Q4 2023 Jan 26, 2024	SELL	$26.41 - $31.72 $13,046 - $15,669	-494 Reduced 2.79%	17,217 $543,000
Q3 2023 Nov 07, 2023	BUY	$28.28 - $30.84 $22,567 - $24,610	798 Added 4.72%	17,711 $503,000
Q2 2023 Aug 10, 2023	BUY	$27.52 - $29.63 $36,519 - $39,319	1,327 Added 8.51%	16,913 $501,000
Q1 2023 May 02, 2023	BUY	$26.97 - $32.94 $86,573 - $105,737	3,210 Added 25.94%	15,586 $447,000

Q4 2022 Feb 10, 2023	BUY	$29.37 - $33.1 $54,686 - $61,632	1,862 Added 17.71%	12,376 $368,000
Q3 2022 Oct 28, 2022	BUY	N/A	1,640 Added 18.48%	10,514 $298,000
Q2 2022 Aug 05, 2022	BUY	N/A	2,651 Added 42.6%	8,874 $272,000
Q1 2022 May 06, 2022	BUY	N/A	679 Added 12.25%	6,223 $224,000
Q4 2021 Feb 17, 2022	BUY	N/A	5,544 New	5,544 $204,000

Others Institutions Holding NUMV

# of Institutions

121

Shares Held

10.6M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG MID-CAP VALUE ETF

Ticker NUMV
Sector ETFs
Industry ETFs

More about NUMV

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