Invera Wealth Advisors, LLC Nuveen Esg Mid Cap Value ETF Transaction History

Invera Wealth Advisors, LLC

$80.5 Million
Q1 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 63,582 shares of NUMV stock, worth $2.35 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

63,582

Previous 63,360 0.35%

Holding current value

$2.35 Million

Previous $2.21 Million 1.36%

% of portfolio

2.7%

Previous 2.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$33.28 - $36.41 $7,388 - $8,083	222 Added 0.35%	63,582 $2.18 Million
Q4 2024 Feb 03, 2025	SELL	$34.46 - $38.29 $29,773 - $33,082	-864 Reduced 1.35%	63,360 $2.21 Million
Q3 2024 Nov 12, 2024	SELL	$32.65 - $36.84 $86,293 - $97,368	-2,643 Reduced 3.95%	64,224 $2.37 Million
Q2 2024 Aug 06, 2024	BUY	$32.02 - $34.08 $40,569 - $43,179	1,267 Added 1.93%	66,867 $2.21 Million
Q1 2024 Apr 22, 2024	BUY	$30.4 - $34.2 $80,803 - $90,903	2,658 Added 4.22%	65,600 $2.24 Million
Q4 2023 Apr 22, 2024	SELL	$26.41 - $31.72 $70,197 - $84,311	-2,658 Reduced 4.05%	62,942 $1.99 Billion
Q4 2023 Jan 16, 2024	BUY	$26.41 - $31.72 $1.66 Million - $2 Million	62,942 New	62,942 $1.99 Million

Others Institutions Holding NUMV

# of Institutions

137

Shares Held

10.9M

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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Invera Wealth Advisors, LLC Nuveen Esg Mid Cap Value ETF Transaction History