Silver Oak Advisory Group, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 2024
A detailed history of Silver Oak Advisory Group, Inc. transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 126,155 shares of NUBD stock, worth $2.77 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
126,155
Previous 99,718
26.51%
Holding current value
$2.77 Million
Previous $2.18 Million
31.63%
% of portfolio
1.47%
Previous 1.21%
Shares
11 transactions
Others Institutions Holding NUBD
# of Institutions
110Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.8 Million0.0% of portfolio
-
First Pacific Financial931KShares$20.4 Million6.37% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$20 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$15.1 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$13 Million0.0% of portfolio