Sage View Advisory Group, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 106,971 shares of NUBD stock, worth $2.33 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
106,971
Previous 111,074
3.69%
Holding current value
$2.33 Million
Previous $2.42 Billion
0.19%
% of portfolio
0.12%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding NUBD
# of Institutions
111Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.5 Million0.0% of portfolio
-
First Pacific Financial931KShares$20.3 Million6.37% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$19.9 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$14.9 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$12.9 Million0.0% of portfolio