Legacy Financial Group LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
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 31,370 shares of NUBD stock, worth $695,472. This represents 0.12% of its overall portfolio holdings.
Number of Shares
31,370
Previous 33,654
6.79%
Holding current value
$695,472
Previous $744,000
6.59%
% of portfolio
0.12%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding NUBD
# of Institutions
126Shares Held
12.5MCall Options Held
0Put Options Held
2.69K-
Morgan Stanley New York, NY1.4MShares$31 Million0.0% of portfolio
-
First Pacific Financial1.05MShares$23.4 Million4.53% of portfolio
-
Cambridge Investment Research Advisors, Inc.875KShares$19.4 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA734KShares$16.3 Million0.07% of portfolio
-
Stanich Group LLC Montauk, NY570KShares$12.6 Million9.35% of portfolio