Topel & Distasi Wealth Management, LLC Nuveen Esg High Yield Corp Bon Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	N/A	-14,369 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	N/A	14,369 New	14,369 $351,000

Others Institutions Holding NUHY

# of Institutions

55

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

340K
Shares

$7.14 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

244K
Shares

$5.14 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

182K
Shares

$3.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

176K
Shares

$3.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

155K
Shares

$3.26 Million
0.0% of portfolio

About NUVEEN ESG HIGH YIELD CORP BON

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