West Financial Advisors, LLC Nuveen Esg Mid Cap Value ETF Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Nuveen Esg Mid Cap Value ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 16 shares of NUMV stock, worth $580. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$580

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$34.46 - $38.29 $551 - $612	16 New	16 $0

Others Institutions Holding NUMV

# of Institutions

127

Shares Held

10.5M

Call Options Held

Put Options Held

Tiaa, Fsb St. Louis, MO

2.47M
Shares

$89.7 Million
0.27% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.33M
Shares

$48.3 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$43.1 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

909K
Shares

$33 Million
4.73% of portfolio
Royal Bank Of Canada Toronto, A6

542K
Shares

$19.7 Million
0.0% of portfolio

View Full List

About NUVEEN ESG MID-CAP VALUE ETF

Ticker NUMV
Sector ETFs
Industry ETFs

More about NUMV

Track This Portfolio

Portfolio Update

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

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

West Financial Advisors, LLC Nuveen Esg Mid Cap Value ETF Transaction History