AWA
NUMV icon

Arkadios Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Arkadios Wealth Advisors’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-630
Closed -$22K – 1358
2021
Q3 		$22K Hold
630
– – ﹤0.01% 1178
2021
Q2 		$22K Buy
+630
New +$22.9K ﹤0.01% 1243

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TF
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AWP
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UBS Group
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Morgan Stanley
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EWM
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Envestnet Asset Management
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LPL Financial
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Creative Planning
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HighTower Advisors
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WI
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