Cherry Tree Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 18,725 shares of NUBD stock, worth $410,452. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,725
Previous 17,956
4.28%
Holding current value
$410,452
Previous $392 Million
8.49%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding NUBD
# of Institutions
110Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.8 Million0.0% of portfolio
-
First Pacific Financial931KShares$20.4 Million6.37% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$20 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$15 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$13 Million0.0% of portfolio