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

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding NUBD

# of Institutions

108

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.65M
Shares

$36.2 Million
0.0% of portfolio
First Pacific Financial

931K
Shares

$20.4 Million
6.37% of portfolio
Cambridge Investment Research Advisors, Inc.

913K
Shares

$20 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

686K
Shares

$15 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

590K
Shares

$12.9 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

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