Olde Wealth Management, LLC NUMG Holdings History
Olde Wealth Management, LLC's Nuveen ESG Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 15,748.00 shares of Nuveen ESG Mid-Cap Growth ETF(NUMG), totaling $680,000.00. This investment constitutes 0.24% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.18% of the outstanding Nuveen ESG Mid-Cap Growth ETF(NUMG) stock.
The initial trade took place in 2021Q4. And since then Olde Wealth Management, LLC has made 7 purchases of NUMG, at an average price of $44.85, for a total of 73,431.00 shares. In addition, there have been 7 sales at an average price of $39.84 for 57,683.00 shares. Based on historical transaction data and NUMG's current price of $48.34, Olde Wealth Management, LLC's estimated gain on his NUMG holdings is $-234,565.09, reflecting a -7.12% gain to date.
Olde Wealth Management, LLC NUMG ($48.34) Holding Chart
Olde Wealth Management, LLC NUMG ($48.34) 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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