Invera Wealth Advisors, LLC Nuveen Esg Mid Cap Value ETF Transaction History
Invera Wealth Advisors, LLC
- $122 Million
- Q1 2024
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 65,600 shares of NUMV stock, worth $2.14 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
65,600
Previous 62,942
4.22%
Holding current value
$2.14 Million
Previous $1.99 Million
13.0%
% of portfolio
1.84%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding NUMV
# of Institutions
121Shares Held
10.6MCall Options Held
0Put Options Held
0-
Tiaa, Fsb St. Louis, MO2.47MShares$80.7 Million0.27% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.58MShares$51.5 Million0.17% of portfolio
-
Morgan Stanley New York, NY1.32MShares$43.2 Million0.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA855KShares$27.9 Million4.9% of portfolio
-
Royal Bank Of Canada Toronto, A6517KShares$16.9 Million0.0% of portfolio