Wcg Wealth Advisors LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 306,083 shares of NUBD stock, worth $6.79 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
306,083
Previous 282,179
8.47%
Holding current value
$6.79 Million
Previous $6.41 Million
4.07%
% of portfolio
0.47%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
13.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$36 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.5 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.884KShares$19.6 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA708KShares$15.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc595KShares$13.2 Million0.0% of portfolio