Crestwood Advisors Group LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Crestwood Advisors Group LLC

$5.07 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$21.33 - $21.94 $725,220 - $745,960	34,000 New	34,000 $741,000

Others Institutions Holding NUBD

# of Institutions

108

Shares Held

11.2M

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

Ticker NUBD
Sector ETFs
Industry ETFs

More about NUBD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.