Congress Wealth Management LLC Nuveen Esg High Yield Corp Bon Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	N/A	-9,435 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	9,435 New	9,435 $218,000

Others Institutions Holding NUHY

# of Institutions

55

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

340K
Shares

$7.14 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

244K
Shares

$5.14 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

182K
Shares

$3.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

176K
Shares

$3.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

155K
Shares

$3.26 Million
0.0% of portfolio

About NUVEEN ESG HIGH YIELD CORP BON

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