Brio Consultants, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Brio Consultants, LLC

$624 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	BUY	$22.27 - $24.0 $422,417 - $455,232	18,968 New	18,968 $436,000

Others Institutions Holding NUBD

# of Institutions

111

Shares Held

12.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$39.4 Million
0.0% of portfolio
First Pacific Financial

931K
Shares

$20.2 Million
6.37% of portfolio
Cambridge Investment Research Advisors, Inc.

913K
Shares

$19.8 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

686K
Shares

$14.9 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

593K
Shares

$12.9 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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