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 $193,202. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,818Holding current value
$193,202% of portfolio
0.0%Shares
6 transactions
Others Institutions Holding NUBD
# of Institutions
108Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.65MShares$36.2 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, NC590KShares$12.9 Million0.0% of portfolio