Mascoma Wealth Management LLC Nuveen Esg Mid Cap Growth ETF Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$32.97 - $40.71 $362 - $447	-11 Reduced 23.91%	35 $1,000
Q1 2022 Apr 25, 2022	BUY	$39.39 - $48.67 $1,378 - $1,703	35 Added 318.18%	46 $2,000
Q3 2021 Oct 06, 2021	BUY	$53.4 - $58.36 $587 - $641	11 New	11 $1,000
Q2 2021 Jul 06, 2021	SELL	$48.49 - $54.95 $68,079 - $77,149	-1,404 Closed	0 $0
Q1 2021 Apr 26, 2021	SELL	$47.09 - $53.2 $281,504 - $318,029	-5,978 Reduced 80.98%	1,404 $0
Q4 2020 Jan 26, 2021	BUY	$42.71 - $50.11 $315,285 - $369,912	7,382 New	7,382 $0
Q3 2019 Nov 21, 2019	SELL	$32.43 - $33.43 $84,577 - $87,185	-2,608 Closed	0 $0
Q2 2019 Jul 29, 2019	BUY	N/A	618 Added 31.06%	2,608 $88,000
Q1 2019 Apr 23, 2019	BUY	N/A	518 Added 35.19%	1,990 $62,000
Q4 2018 Jan 28, 2019	BUY	N/A	339 Added 29.92%	1,472 $39,000
Q3 2018 Nov 08, 2018	BUY	N/A	1,048 Added 1232.94%	1,133 $39,000
Q2 2018 Aug 13, 2018	BUY	N/A	85 New	85 $3,000

Others Institutions Holding NUMG

# of Institutions

131

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

1.37M
Shares

$66.9 Million
0.19% of portfolio
Morgan Stanley New York, NY

891K
Shares

$43.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

830K
Shares

$40.5 Million
0.01% of portfolio
Tiaa Trust, National Association Charlotte, NC

685K
Shares

$33.4 Million
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

500K
Shares

$24.4 Million
0.0% of portfolio

About NUVEEN ESG MID-CAP GROWTH ETF

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