Sound View Wealth Advisors Group, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 18,714 shares of NUBD stock, worth $411,333. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,714
Previous 17,889
4.61%
Holding current value
$411,333
Previous $389,000
6.68%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
12.5MCall Options Held
0Put Options Held
2.69K-
Morgan Stanley New York, NY1.4MShares$30.8 Million0.0% of portfolio
-
First Pacific Financial1.05MShares$23 Million5.67% of portfolio
-
Cambridge Investment Research Advisors, Inc.875KShares$19.2 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA734KShares$16.1 Million0.07% of portfolio
-
Stanich Group LLC Montauk, NY570KShares$12.5 Million9.35% of portfolio