Abacus Wealth Partners, LLC NUMV Holdings History
Abacus Wealth Partners, LLC's Nuveen ESG Mid-Cap Value ETF Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 902,286.00 shares of Nuveen ESG Mid-Cap Value ETF(NUMV), totaling $32.53 Mil. This investment constitutes 4.96% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 8.68% of the outstanding Nuveen ESG Mid-Cap Value ETF(NUMV) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 7 purchases of NUMV, at an average price of $30.54, for a total of 931,027.00 shares. In addition, there have been 1 sales at an average price of $34.18 for 28,741.00 shares. Based on historical transaction data and NUMV's current price of $36.54, Abacus Wealth Partners, LLC's estimated gain on his NUMV holdings is $5.52 Mil, reflecting a 19.42% gain to date.
Abacus Wealth Partners, LLC NUMV ($36.54) Holding Chart
Abacus Wealth Partners, LLC NUMV ($36.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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