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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$21.66 - $22.69 $517,760 - $542,381
23,904 Added 8.47%
306,083 $6.67 Million
Q3 2024

Nov 13, 2024
SELL
$21.61 - $22.87 $689,877 - $730,101
-31,924 Reduced 10.16%
282,179 $6.41 Million
Q2 2024

Aug 12, 2024
BUY
$21.33 - $21.94 $425,426 - $437,593
19,945 Added 6.78%
314,103 $6.85 Million
Q1 2024

May 13, 2024
BUY
$21.72 - $22.29 $475,363 - $487,838
21,886 Added 8.04%
294,158 $6.46 Million
Q4 2023

Feb 08, 2024
SELL
$20.58 - $22.34 $31,734 - $34,448
-1,542 Reduced 0.56%
272,272 $6.06 Million
Q3 2023

Nov 09, 2023
SELL
$21.05 - $22.06 $603,187 - $632,129
-28,655 Reduced 9.47%
273,814 $6.63 Million
Q2 2023

Aug 14, 2023
BUY
$21.84 - $22.54 $362,653 - $374,276
16,605 Added 5.81%
302,469 $6.66 Million
Q1 2023

May 15, 2023
BUY
$21.59 - $22.58 $179,240 - $187,459
8,302 Added 2.99%
285,864 $6.39 Million
Q4 2022

Feb 14, 2023
BUY
$21.06 - $22.41 $275,549 - $293,212
13,084 Added 4.95%
277,562 $6.04 Million
Q3 2022

Nov 14, 2022
BUY
$21.51 - $23.43 $1.04 Million - $1.13 Million
48,364 Added 22.38%
264,478 $5.73 Million
Q2 2022

Aug 23, 2022
BUY
$22.27 - $24.0 $2.52 Million - $2.71 Million
112,991 Added 109.57%
216,114 $4.94 Million
Q2 2022

Aug 15, 2022
BUY
$22.27 - $24.0 $2.3 Million - $2.47 Million
103,123 New
103,123 $2.92 Million

Others Institutions Holding NUBD

# of Institutions
124
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

NUBD Quotes by TradingView
  • Ticker NUBD
  • Sector ETFs
  • Industry ETFs
More about NUBD
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email