Wcg Wealth Advisors LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 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 294,158 shares of NUBD stock, worth $6.42 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

294,158

Previous 272,272 8.04%

Holding current value

$6.42 Million

Previous $6.06 Million 6.62%

% of portfolio

0.55%

Previous 0.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$21.2 - $22.41 $277,380 - $293,212	13,084 Added 4.95%	277,562 $6.04 Million
Q3 2022 Nov 14, 2022	BUY	N/A	48,364 Added 22.38%	264,478 $5.73 Million
Q2 2022 Aug 23, 2022	BUY	N/A	112,991 Added 109.57%	216,114 $4.94 Million
Q2 2022 Aug 15, 2022	BUY	N/A	103,123 New	103,123 $2.92 Million

Others Institutions Holding NUBD

# of Institutions

109

Shares Held

9.31M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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Wcg Wealth Advisors LLC Nuveen Esg U.S. Aggregate Bond Transaction History