Captrust Financial Advisors Nuveen Esg U.S. Aggregate Bond Transaction History

Captrust Financial Advisors

$30 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	N/A	-233 Reduced 2.38%	9,544 $218,000
Q1 2022 May 16, 2022	BUY	N/A	9,777 New	9,777 $236,000

Others Institutions Holding NUBD

# of Institutions

109

Shares Held

9.31M

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

1.12M
Shares

$24.3 Million
0.09% of portfolio
Morgan Stanley New York, NY

908K
Shares

$19.7 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

799K
Shares

$17.3 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

599K
Shares

$13 Million
0.0% of portfolio
Envestnet Asset Management Inc

585K
Shares

$12.7 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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