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

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 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 64,224 shares of NUMV stock, worth $2.25 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
64,224
Previous 66,867 3.95%
Holding current value
$2.25 Million
Previous $2.21 Million 7.16%
% of portfolio
2.47%
Previous 2.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
126
Shares Held
10.4M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG MID-CAP VALUE ETF

NUMV Quotes by TradingView
  • Ticker NUMV
  • Sector ETFs
  • Industry ETFs
More about NUMV
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