Soa Wealth Advisors, Llc. Nuveen Esg Mid Cap Growth ETF Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Nuveen Esg Mid Cap Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 7,723 shares of NUMG stock, worth $371,399. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,723

Previous 15,075 48.77%

Holding current value

$371,399

Previous $646,000 42.11%

% of portfolio

0.04%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$37.77 - $48.45 $277,685 - $356,204	-7,352 Reduced 48.77%	7,723 $374,000
Q1 2025 Apr 14, 2025	SELL	$41.78 - $50.35 $1,629 - $1,963	-39 Reduced 0.26%	15,075 $646,000
Q4 2024 Jan 28, 2025	SELL	$44.28 - $51.47 $85,593 - $99,491	-1,933 Reduced 11.34%	15,114 $716,000
Q2 2024 Jul 17, 2024	SELL	$40.6 - $44.23 $47,664 - $51,926	-1,174 Reduced 6.44%	17,047 $712,000
Q1 2024 Apr 10, 2024	BUY	$40.49 - $44.69 $14,859 - $16,401	367 Added 2.06%	18,221 $810,000
Q4 2023 Jan 10, 2024	BUY	$33.95 - $42.66 $8,114 - $10,195	239 Added 1.36%	17,854 $755,000
Q3 2023 Oct 10, 2023	BUY	$36.1 - $40.81 $21,696 - $24,526	601 Added 3.53%	17,615 $645,000
Q2 2023 Jul 07, 2023	BUY	$35.66 - $39.03 $606,719 - $664,056	17,014 New	17,014 $664,000

Others Institutions Holding NUMG

# of Institutions

152

Shares Held

7.94M

Call Options Held

Put Options Held

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About NUVEEN ESG MID-CAP GROWTH ETF

Ticker NUMG
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Nuveen Esg Mid Cap Growth ETF Transaction History