Perigon Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
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 91,391 shares of NUBD stock, worth $2.03 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
91,391
Previous 83,128
9.94%
Holding current value
$2.03 Million
Previous $1.84 Million
9.87%
% of portfolio
0.05%
Previous 0.05%
Shares
6 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