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 $5.3 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
241,677
Previous 185,738 30.12%
Holding current value
$5.3 Million
Previous $4.15 Million 28.02%
% of portfolio
0.53%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$21.06 - $22.41 $377,058 - $401,228
-17,904 Reduced 9.98%
161,434 $3.51 Million
Q3 2022

Oct 24, 2022
BUY
$21.51 - $23.43 $232,931 - $253,723
10,829 Added 6.43%
179,338 $3.88 Million
Q2 2022

Jul 13, 2022
SELL
$22.27 - $24.0 $9,843 - $10,608
-442 Reduced 0.26%
168,509 $3.85 Million
Q1 2022

May 09, 2022
BUY
$23.88 - $25.51 $74,433 - $79,514
3,117 Added 1.88%
168,951 $4.08 Million
Q4 2021

Jan 28, 2022
BUY
$25.57 - $25.99 $962,710 - $978,523
37,650 Added 29.37%
165,834 $4.26 Million
Q3 2021

Nov 12, 2021
BUY
$25.88 - $26.33 $1.88 Million - $1.91 Million
72,652 Added 130.83%
128,184 $3.32 Million
Q2 2021

Aug 10, 2021
BUY
$25.77 - $26.08 $130,860 - $132,434
5,078 Added 10.06%
55,532 $1.45 Million
Q1 2021

May 11, 2021
BUY
$25.73 - $26.79 $1.15 Million - $1.2 Million
44,786 Added 790.16%
50,454 $1.3 Million
Q3 2020

Nov 05, 2020
BUY
$26.94 - $27.39 $152,695 - $155,246
5,668 New
5,668 $153,000

Others Institutions Holding NUBD

# of Institutions
112
Shares Held
12.1M
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
  • Industry ETFs
More about NUBD
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