Boston Standard Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Boston Standard Wealth Management, LLC
- $555 Million
- Q2 2025
A detailed history of Boston Standard Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 119,617 shares of NUBD stock, worth $2.64 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
119,617
Previous 87,861
36.14%
Holding current value
$2.64 Million
Previous $1.94 Million
36.37%
% of portfolio
0.48%
Previous 0.42%
Shares
25 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
12MCall Options Held
0Put Options Held
2.69K-
Morgan Stanley New York, NY1.4MShares$30.9 Million0.0% of portfolio
-
First Pacific Financial1.05MShares$23.3 Million4.53% of portfolio
-
Cambridge Investment Research Advisors, Inc.875KShares$19.3 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA734KShares$16.2 Million0.07% of portfolio
-
Envestnet Asset Management Inc566KShares$12.5 Million0.0% of portfolio