Sugarloaf Wealth Management, LLC Nuveen Esg Mid Cap Value ETF Transaction History

Sugarloaf Wealth Management, LLC

$460 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	SELL	N/A	-600 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	N/A	600 New	600 $0

Others Institutions Holding NUMV

# of Institutions

124

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

2.47M
Shares

$86.1 Million
0.27% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.4M
Shares

$48.7 Million
0.14% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$41.5 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

866K
Shares

$30.2 Million
4.74% of portfolio
Royal Bank Of Canada Toronto, A6

567K
Shares

$19.7 Million
0.0% of portfolio

About NUVEEN ESG MID-CAP VALUE ETF

Ticker NUMV
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