Cherry Tree Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 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 17,956 shares of NUBD stock, worth $393,056. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,956
Previous 14,989
19.79%
Holding current value
$393,056
Previous $334 Million
18.23%
% of portfolio
0.1%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
109Shares Held
9.31MCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.1.12MShares$24.6 Million0.09% of portfolio
-
Morgan Stanley New York, NY908KShares$19.9 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA799KShares$17.5 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc585KShares$12.8 Million0.0% of portfolio