Perigon Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 159,568 shares of NUBD stock, worth $3.47 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
159,568
Previous 64,958 145.65%
Holding current value
$3.47 Million
Previous $1.47 Million 135.75%
% of portfolio
0.09%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$21.66 - $22.69 $2.05 Million - $2.15 Million
94,610 Added 145.65%
159,568 $3.48 Million
Q3 2024

Oct 16, 2024
BUY
$21.61 - $22.87 $1.4 Million - $1.49 Million
64,958 New
64,958 $1.47 Million
Q1 2021

May 17, 2021
SELL
$25.73 - $26.79 $41,168 - $42,864
-1,600 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$26.67 - $26.95 $42,672 - $43,120
1,600 New
1,600 $43,000

Others Institutions Holding NUBD

# of Institutions
111
Shares Held
12.5M
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email