Beacon Financial Planning, Inc Nuveen Esg U.S. Aggregate Bond Transaction History

Beacon Financial Planning, Inc

$143 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	BUY	$21.2 - $22.41 $298,814 - $315,868	14,095 New	14,095 $307 Million

Others Institutions Holding NUBD

# of Institutions

109

Shares Held

9.31M

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

1.12M
Shares

$24.6 Million
0.09% of portfolio
Morgan Stanley New York, NY

908K
Shares

$19.9 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

799K
Shares

$17.5 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

599K
Shares

$13.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

585K
Shares

$12.8 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

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