Cherry Tree Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,575 shares of NUBD stock, worth $384,716. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,575
Previous 18,725
6.14%
Holding current value
$384,716
Previous $425 Million
9.95%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding NUBD
# of Institutions
123Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$35.6 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.2 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.884KShares$19.4 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA708KShares$15.5 Million0.06% of portfolio
-
Envestnet Asset Management Inc595KShares$13 Million0.0% of portfolio