Congress Wealth Management LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,818 shares of NUBD stock, worth $193,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,818
Holding current value
$193,290
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$21.61 - $22.87 $190,556 - $201,667
8,818 New
8,818 $200,000
Q2 2023

Jul 13, 2023
SELL
$21.84 - $22.54 $109 - $112
-5 Reduced 0.05%
9,286 $204,000
Q3 2022

Nov 08, 2022
SELL
$21.51 - $23.43 $26,070 - $28,397
-1,212 Reduced 11.54%
9,291 $201,000
Q2 2022

Aug 11, 2022
SELL
$22.27 - $24.0 $151,903 - $163,704
-6,821 Reduced 39.37%
10,503 $240,000
Q1 2022

May 16, 2022
BUY
$23.88 - $25.51 $86,588 - $92,499
3,626 Added 26.47%
17,324 $418,000
Q4 2021

Feb 04, 2022
BUY
$25.57 - $25.99 $350,257 - $356,011
13,698 New
13,698 $352,000

Others Institutions Holding NUBD

# of Institutions
110
Shares Held
12.1M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

NUBD Quotes by TradingView
  • Ticker NUBD
  • Sector ETFs
  • Industry ETFs
More about NUBD
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