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

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

12.5M

Call Options Held

0

Put Options Held

2.69K

Morgan Stanley New York, NY

1.4M
Shares

$30.8 Million
0.0% of portfolio
First Pacific Financial

1.05M
Shares

$23 Million
5.67% of portfolio
Cambridge Investment Research Advisors, Inc.

875K
Shares

$19.2 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

734K
Shares

$16.1 Million
0.07% of portfolio
Stanich Group LLC Montauk, NY

570K
Shares

$12.5 Million
9.35% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

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