Archetype Wealth Partners Nuveen Esg U.S. Aggregate Bond Transaction History

Archetype Wealth Partners

  • $785 Million
  • Q3 2025

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$21.51 - $23.43 $26,521 - $28,889
-1,233 Reduced 10.36%
10,669 $231,000
Q2 2022

Aug 15, 2022
BUY
$22.27 - $24.0 $265,057 - $285,648
11,902 New
11,902 $272,000
Q4 2020

Feb 12, 2021
SELL
$26.67 - $26.95 $348,470 - $352,128
-13,066 Closed
0 $0
Q3 2020

Oct 15, 2020
SELL
$26.94 - $27.39 $55,604 - $56,532
-2,064 Reduced 13.64%
13,066 $352,000
Q2 2020

Aug 13, 2020
BUY
$26.44 - $27.05 $400,037 - $409,266
15,130 New
15,130 $409,000
Q1 2020

May 15, 2020
SELL
$24.95 - $26.91 $245,582 - $264,875
-9,843 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$25.48 - $25.92 $24,690 - $25,116
969 Added 10.92%
9,843 $252,000
Q3 2019

Nov 15, 2019
BUY
$25.46 - $25.8 $9,572 - $9,700
376 Added 4.42%
8,874 $228,000
Q2 2019

Aug 12, 2019
SELL
N/A
-7,937 Reduced 48.29%
8,498 $216,000
Q1 2019

May 16, 2019
BUY
N/A
1,284 Added 8.47%
16,435 $408,000
Q4 2018

Feb 28, 2019
BUY
N/A
15,151 New
15,151 $368,000

About NUVEEN ESG U.S. AGGREGATE BOND

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