Wcg Wealth Advisors LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
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 369,935 shares of NUBD stock, worth $8.21 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
369,935
Previous 313,218
18.11%
Holding current value
$8.21 Million
Previous $6.95 Million
18.47%
% of portfolio
0.58%
Previous 0.57%
Shares
14 transactions
Others Institutions Holding NUBD
# of Institutions
126Shares Held
12.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.5MShares$33.2 Million0.0% of portfolio
-
First Pacific Financial1.05MShares$23.4 Million4.53% of portfolio
-
Cambridge Investment Research Advisors, Inc.851KShares$18.9 Million0.06% of portfolio
-
Vestmark Advisory Solutions, Inc.800KShares$17.7 Million0.29% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA741KShares$16.4 Million0.07% of portfolio