Litman Gregory Wealth Management LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

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 23,839 shares of NUBD stock, worth $523,027. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,839
Previous 44,316 46.21%
Holding current value
$523,027
Previous $966,000 44.0%
% of portfolio
0.05%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$21.61 - $22.87 $442,507 - $468,308
-20,477 Reduced 46.21%
23,839 $541,000
Q2 2024

Jul 30, 2024
BUY
$21.33 - $21.94 $853 - $877
40 Added 0.09%
44,316 $966,000
Q4 2023

Jan 31, 2024
BUY
$20.58 - $22.34 $149,925 - $162,746
7,285 Added 19.69%
44,276 $985,000
Q3 2023

Oct 23, 2023
BUY
$21.05 - $22.06 $1,305 - $1,367
62 Added 0.17%
36,991 $780,000
Q2 2023

Aug 09, 2023
BUY
$21.84 - $22.54 $806,529 - $832,379
36,929 New
36,929 $812,000
Q4 2022

Jan 17, 2023
SELL
$21.06 - $22.41 $401,487 - $427,224
-19,064 Reduced 34.13%
36,792 $0
Q3 2022

Oct 13, 2022
BUY
$21.51 - $23.43 $43,192 - $47,047
2,008 Added 3.73%
55,856 $1.21 Million
Q2 2022

Jul 21, 2022
BUY
$22.27 - $24.0 $1,291 - $1,392
58 Added 0.11%
53,848 $1.23 Million
Q1 2022

May 04, 2022
SELL
$23.88 - $25.51 $8,477 - $9,056
-355 Reduced 0.66%
53,790 $1.3 Million
Q4 2021

Feb 10, 2022
SELL
$25.57 - $25.99 $255,060 - $259,250
-9,975 Reduced 15.56%
54,145 $1.39 Million
Q3 2021

Nov 03, 2021
BUY
$25.88 - $26.33 $1.59 Million - $1.62 Million
61,608 Added 2452.55%
64,120 $1.66 Million
Q2 2021

Jul 27, 2021
SELL
$25.77 - $26.08 $2.37 Million - $2.4 Million
-91,889 Reduced 97.34%
2,512 $2.51 Million
Q1 2021

May 10, 2021
BUY
$25.73 - $26.79 $39,624 - $41,256
1,540 Added 1.66%
94,401 $2.44 Million
Q4 2020

Feb 05, 2021
BUY
$26.67 - $26.95 $12,401 - $12,531
465 Added 0.5%
92,861 $2.49 Million
Q3 2020

Nov 03, 2020
BUY
$26.94 - $27.39 $785,516 - $798,637
29,158 Added 46.11%
92,396 $2.49 Million
Q2 2020

Jul 31, 2020
BUY
$26.44 - $27.05 $371,799 - $380,377
14,062 Added 28.6%
63,238 $1.71 Million
Q1 2020

Apr 28, 2020
BUY
$24.95 - $26.91 $81,361 - $87,753
3,261 Added 7.1%
49,176 $1.3 Million
Q4 2019

Jan 30, 2020
BUY
$25.48 - $25.92 $274,954 - $279,702
10,791 Added 30.72%
45,915 $1.17 Million
Q3 2019

Nov 06, 2019
BUY
$25.46 - $25.8 $411,637 - $417,134
16,168 Added 85.29%
35,124 $903,000
Q2 2019

Jul 31, 2019
BUY
N/A
18,541 Added 4467.71%
18,956 $481,000
Q4 2018

Feb 01, 2019
BUY
N/A
415 New
415 $10,000

Others Institutions Holding NUBD

# of Institutions
110
Shares Held
12.1M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

NUBD Quotes by TradingView
  • Ticker NUBD
  • Sector ETFs
  • Industry ETFs
More about NUBD
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