Heritage Wealth Advisors Nuveen Esg Mid Cap Value ETF Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 27,034 shares of NUMV stock, worth $917,533. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,034

Previous 25,864 4.52%

Holding current value

$917,533

Previous $815,000 13.37%

% of portfolio

0.03%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$30.4 - $34.2 $35,568 - $40,014	1,170 Added 4.52%	27,034 $924,000
Q4 2023 Feb 09, 2024	BUY	$26.41 - $31.72 $27,175 - $32,639	1,029 Added 4.14%	25,864 $815,000
Q3 2023 Nov 08, 2023	BUY	$28.28 - $30.84 $166,031 - $181,061	5,871 Added 30.96%	24,835 $706,000
Q2 2023 Aug 09, 2023	BUY	$27.52 - $29.63 $234,800 - $252,803	8,532 Added 81.79%	18,964 $561,000
Q1 2023 May 04, 2023	SELL	$26.97 - $32.94 $1,348 - $1,647	-50 Reduced 0.48%	10,432 $299,000

Q4 2022 Feb 06, 2023	BUY	$29.37 - $33.1 $558 - $628	19 Added 0.18%	10,482 $311,000
Q3 2022 Nov 10, 2022	BUY	N/A	4,864 Added 86.87%	10,463 $297,000
Q2 2022 Aug 04, 2022	BUY	N/A	3,161 Added 129.66%	5,599 $171,000
Q1 2022 May 11, 2022	BUY	N/A	2,124 Added 676.43%	2,438 $88,000
Q4 2021 Feb 02, 2022	BUY	N/A	108 Added 52.43%	314 $0
Q3 2021 Nov 02, 2021	BUY	N/A	206 New	206 $0

Others Institutions Holding NUMV

# of Institutions

123

Shares Held

10.7M

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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Heritage Wealth Advisors Nuveen Esg Mid Cap Value ETF Transaction History