Legacy Financial Group LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Legacy Financial Group LLC

$537 Million
Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Legacy Financial Group LLC holds 36,164 shares of NUBD stock, worth $786,205. This represents 0.15% of its overall portfolio holdings.

Number of Shares

36,164

Previous 37,615 3.86%

Holding current value

$786,205

Previous $854 Million 99.91%

% of portfolio

0.15%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$21.66 - $22.69 $31,428 - $32,923	-1,451 Reduced 3.86%	36,164 $787,000
Q3 2024 Oct 15, 2024	BUY	$21.61 - $22.87 $11,626 - $12,304	538 Added 1.45%	37,615 $854 Million
Q2 2024 Jul 17, 2024	BUY	$21.33 - $21.94 $17,490 - $17,990	820 Added 2.26%	37,077 $809 Million
Q1 2024 Apr 10, 2024	BUY	$21.72 - $22.29 $787,502 - $808,168	36,257 New	36,257 $797 Million
Q3 2023 Oct 24, 2023	BUY	$21.05 - $22.06 $43,215 - $45,289	2,053 Added 6.17%	35,328 $745,000
Q2 2023 Jul 24, 2023	BUY	$21.84 - $22.54 $22,757 - $23,486	1,042 Added 3.23%	33,275 $731,000
Q1 2023 Apr 21, 2023	SELL	$21.59 - $22.58 $626 - $654	-29 Reduced 0.09%	32,233 $720,000
Q4 2022 Jan 26, 2023	BUY	$21.06 - $22.41 $274,980 - $292,607	13,057 Added 67.99%	32,262 $0
Q3 2022 Oct 13, 2022	BUY	$21.51 - $23.43 $413,099 - $449,973	19,205 New	19,205 $416,000

Others Institutions Holding NUBD

# of Institutions

111

Shares Held

12.5M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

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Legacy Financial Group LLC Nuveen Esg U.S. Aggregate Bond Transaction History