Avantax Planning Partners, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History

Avantax Planning Partners, Inc.

  • $3.08 Billion
  • Q1 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 60,553 shares of NUBD stock, worth $1.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
60,553
Previous 60,051 0.84%
Holding current value
$1.31 Million
Previous $1.34 Million 0.45%
% of portfolio
0.04%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$21.72 - $22.29 $10,903 - $11,189
502 Added 0.84%
60,553 $1.33 Million
Q4 2023

Feb 09, 2024
SELL
$20.58 - $22.34 $64,477 - $69,991
-3,133 Reduced 4.96%
60,051 $1.34 Million
Q3 2023

Nov 03, 2023
SELL
$21.05 - $22.06 $155,664 - $163,133
-7,395 Reduced 10.48%
63,184 $1.33 Million
Q2 2023

Jul 17, 2023
BUY
$21.84 - $22.54 $234,452 - $241,966
10,735 Added 17.94%
70,579 $1.55 Million
Q1 2023

Apr 20, 2023
BUY
$21.59 - $22.58 $134,700 - $140,876
6,239 Added 11.64%
59,844 $1.34 Million
Q4 2022

Feb 09, 2023
BUY
$21.2 - $22.41 $320,607 - $338,906
15,123 Added 39.3%
53,605 $1.17 Million
Q3 2022

Oct 14, 2022
SELL
N/A
-9,847 Reduced 20.37%
38,482 $833,000
Q2 2022

Jul 18, 2022
SELL
N/A
-13,230 Reduced 21.49%
48,329 $1.11 Million
Q1 2022

May 09, 2022
SELL
N/A
-47,434 Reduced 43.52%
61,559 $1.49 Million
Q4 2021

Jan 28, 2022
BUY
N/A
22,456 Added 25.95%
108,993 $2.8 Million
Q3 2021

Oct 27, 2021
BUY
N/A
11,596 Added 15.47%
86,537 $2.24 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-448 Reduced 0.59%
74,941 $1.96 Million
Q1 2021

May 06, 2021
SELL
N/A
-3,771 Reduced 4.76%
75,389 $1.95 Million
Q4 2020

Feb 04, 2021
BUY
N/A
8,981 Added 12.8%
79,160 $2.12 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-3,505 Reduced 4.76%
70,179 $1.89 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-4,005 Reduced 5.16%
73,684 $1.99 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-1,349 Reduced 1.71%
77,689 $2.06 Million
Q4 2019

Jan 15, 2020
BUY
N/A
9,080 Added 12.98%
79,038 $2.02 Million
Q3 2019

Nov 08, 2019
BUY
N/A
43,099 Added 160.46%
69,958 $1.8 Million
Q2 2019

Aug 07, 2019
BUY
N/A
583 Added 2.22%
26,859 $680,000
Q1 2019

May 08, 2019
BUY
N/A
26,276 New
26,276 $653,000

Others Institutions Holding NUBD

# of Institutions
109
Shares Held
9.31M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

NUBD Quotes by TradingView
  • Ticker NUBD
  • Sector ETFs
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More about NUBD
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