Rtd Financial Advisors, Inc. Nuveen Esg Mid Cap Growth ETF Transaction History

Rtd Financial Advisors, Inc.

$743 Million
Q1 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 21,013 shares of NUMG stock, worth $901,247. This represents 0.12% of its overall portfolio holdings.

Number of Shares

21,013

Previous 18,673 12.53%

Holding current value

$901,247

Previous $884,000 1.92%

% of portfolio

0.12%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$41.78 - $50.35 $97,765 - $117,819	2,340 Added 12.53%	21,013 $901,000
Q4 2024 Jan 21, 2025	BUY	$44.28 - $51.47 $7,793 - $9,058	176 Added 0.95%	18,673 $884,000
Q3 2024 Oct 30, 2024	BUY	$39.43 - $44.82 $209,767 - $238,442	5,320 Added 40.37%	18,497 $829,000
Q2 2024 Jul 22, 2024	BUY	$40.6 - $44.23 $170,154 - $185,367	4,191 Added 46.64%	13,177 $550,000
Q1 2024 Apr 19, 2024	BUY	$40.49 - $44.69 $2,753 - $3,038	68 Added 0.76%	8,986 $399,000
Q4 2023 Jan 17, 2024	BUY	$33.95 - $42.66 $9,607 - $12,072	283 Added 3.28%	8,918 $377,000
Q3 2023 Oct 19, 2023	SELL	$36.1 - $40.81 $47,074 - $53,216	-1,304 Reduced 13.12%	8,635 $316,000
Q2 2023 Jul 13, 2023	SELL	$35.66 - $39.03 $68,574 - $75,054	-1,923 Reduced 16.21%	9,939 $387,000
Q1 2023 Apr 18, 2023	BUY	$34.99 - $40.17 $55,599 - $63,830	1,589 Added 15.47%	11,862 $453,000
Q4 2022 Jan 24, 2023	BUY	$32.21 - $37.17 $83,069 - $95,861	2,579 Added 33.52%	10,273 $0
Q3 2022 Oct 12, 2022	SELL	$32.97 - $40.71 $17,704 - $21,861	-537 Reduced 6.52%	7,694 $254,000
Q2 2022 Jul 21, 2022	SELL	$32.84 - $44.35 $15,631 - $21,110	-476 Reduced 5.47%	8,231 $283,000
Q1 2022 May 03, 2022	BUY	$39.39 - $48.67 $74,959 - $92,619	1,903 Added 27.97%	8,707 $382,000
Q4 2021 May 02, 2022	BUY	$46.99 - $59.46 $319,719 - $404,565	6,804 New	6,804 $335,000

Others Institutions Holding NUMG

# of Institutions

147

Shares Held

8.35M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG MID-CAP GROWTH ETF

Ticker NUMG
Sector ETFs
Industry ETFs

More about NUMG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Nuveen Esg Mid Cap Growth ETF Transaction History