Litman Gregory Wealth Management LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 2025
A detailed history of Litman Gregory Wealth Management LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 47,574 shares of NUBD stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
47,574
Previous 55,194
13.81%
Holding current value
$1.07 Million
Previous $1.23 Million
13.03%
% of portfolio
0.08%
Previous 0.1%
Shares
25 transactions
Others Institutions Holding NUBD
# of Institutions
121Shares Held
12.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.58MShares$35.3 Million0.0% of portfolio
-
First Pacific Financial1.08MShares$24.3 Million4.47% of portfolio
-
Cambridge Investment Research Advisors, Inc.863KShares$19.3 Million0.05% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA825KShares$18.5 Million0.08% of portfolio
-
Envestnet Asset Management Inc564KShares$12.6 Million0.0% of portfolio