Ever Source Wealth Advisors, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 415 shares of NUBD stock, worth $9,204. This represents 0.0% of its overall portfolio holdings.
Number of Shares
415
Previous 415
-0.0%
Holding current value
$9,204
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
13.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$36 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.5 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.884KShares$19.6 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA708KShares$15.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc595KShares$13.2 Million0.0% of portfolio