Bergan Kdv Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 241,677 shares of NUBD stock, worth $5.27 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

241,677

Previous 185,738 30.12%

Holding current value

$5.27 Million

Previous $4.15 Million 28.02%

% of portfolio

0.53%

Previous 0.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$21.84 - $22.54 $1.22 Million - $1.26 Million	55,939 Added 30.12%	241,677 $5.31 Million
Q1 2023 Apr 27, 2023	BUY	$21.59 - $22.58 $524,723 - $548,784	24,304 Added 15.06%	185,738 $4.15 Million
Q4 2022 Jan 31, 2023	SELL	$21.2 - $22.41 $379,564 - $401,228	-17,904 Reduced 9.98%	161,434 $3.51 Million
Q3 2022 Oct 24, 2022	BUY	N/A	10,829 Added 6.43%	179,338 $3.88 Million
Q2 2022 Jul 13, 2022	SELL	N/A	-442 Reduced 0.26%	168,509 $3.85 Million

Q1 2022 May 09, 2022	BUY	N/A	3,117 Added 1.88%	168,951 $4.08 Million
Q4 2021 Jan 28, 2022	BUY	N/A	37,650 Added 29.37%	165,834 $4.26 Million
Q3 2021 Nov 12, 2021	BUY	N/A	72,652 Added 130.83%	128,184 $3.32 Million
Q2 2021 Aug 10, 2021	BUY	N/A	5,078 Added 10.06%	55,532 $1.45 Million
Q1 2021 May 11, 2021	BUY	N/A	44,786 Added 790.16%	50,454 $1.3 Million
Q3 2020 Nov 05, 2020	BUY	N/A	5,668 New	5,668 $153,000

Others Institutions Holding NUBD

# of Institutions

109

Shares Held

9.31M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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Bergan Kdv Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History