Sowell Financial Services LLC Nuveen Esg Mid Cap Value ETF Transaction History

Sowell Financial Services LLC

  • $2.09 Billion
  • Q1 2024

A detailed history of Sowell Financial Services LLC transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 31,549 shares of NUMV stock, worth $1.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,549
Previous 25,998 21.35%
Holding current value
$1.07 Million
Previous $819,000 31.62%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$30.4 - $34.2 $168,750 - $189,844
5,551 Added 21.35%
31,549 $1.08 Million
Q4 2023

Jan 24, 2024
BUY
$26.41 - $31.72 $13,469 - $16,177
510 Added 2.0%
25,998 $819,000
Q3 2023

Nov 08, 2023
BUY
$28.28 - $30.84 $2,997 - $3,269
106 Added 0.42%
25,488 $724,000
Q2 2023

Aug 14, 2023
BUY
$27.52 - $29.63 $698,512 - $752,068
25,382 New
25,382 $752,000
Q4 2022

Feb 09, 2023
BUY
$29.37 - $33.1 $721,268 - $812,869
24,558 New
24,558 $731,000
Q2 2021

Aug 05, 2021
SELL
N/A
-15,861 Closed
0 $0
Q1 2021

May 07, 2021
BUY
N/A
3,882 Added 32.41%
15,861 $589,000
Q4 2020

Jan 13, 2021
BUY
N/A
585 Added 5.13%
11,979 $360,000
Q3 2020

Nov 12, 2020
BUY
N/A
988 Added 9.49%
11,394 $291,000
Q2 2020

Aug 13, 2020
BUY
N/A
1,339 Added 14.77%
10,406 $250,000
Q1 2020

May 12, 2020
SELL
N/A
-861 Reduced 8.67%
9,067 $183,000
Q4 2019

Feb 07, 2020
SELL
N/A
-32 Reduced 0.32%
9,928 $0
Q3 2019

Nov 14, 2019
BUY
N/A
9,960 New
9,960 $289,000

Others Institutions Holding NUMV

# of Institutions
123
Shares Held
10.7M
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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