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

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	SELL	$25.37 - $30.28 $15,222 - $18,168	-600 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$23.28 - $26.62 $13,968 - $15,972	600 New	600 $0

Others Institutions Holding NUMV

# of Institutions

126

Shares Held

10.4M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

2.47M
Shares

$94.4 Million
0.27% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.33M
Shares

$50.8 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$45.4 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

866K
Shares

$33.1 Million
4.78% of portfolio
Royal Bank Of Canada Toronto, A6

542K
Shares

$20.7 Million
0.0% of portfolio

About NUVEEN ESG MID-CAP VALUE ETF

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