Lifelong Wealth Advisors, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 19,098 shares of NUBD stock, worth $428,559. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,098
Previous 18,525
3.09%
Holding current value
$428,559
Previous $411 Million
3.44%
% of portfolio
0.14%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
123Shares Held
12.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.5MShares$33.6 Million0.0% of portfolio
-
First Pacific Financial1.05MShares$23.7 Million4.53% of portfolio
-
Cambridge Investment Research Advisors, Inc.851KShares$19.1 Million0.06% of portfolio
-
Vestmark Advisory Solutions, Inc.800KShares$17.9 Million0.29% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA741KShares$16.6 Million0.07% of portfolio