Beaumont Financial Advisors, LLC Nuveen Enhanced Yield U.S. Agg Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Nuveen Enhanced Yield U.S. Agg stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 11,567 shares of NUAG stock, worth $245,336. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,567
Previous 14,235 18.74%
Holding current value
$245,336
Previous $298,000 17.45%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$20.75 - $21.42 $55,361 - $57,148
-2,668 Reduced 18.74%
11,567 $246,000
Q4 2024

Jan 17, 2025
SELL
$20.61 - $21.56 $13,891 - $14,531
-674 Reduced 4.52%
14,235 $293,000
Q2 2023

Aug 02, 2023
SELL
$20.52 - $21.18 $123,120 - $127,080
-6,000 Reduced 28.7%
14,909 $308,000
Q1 2023

May 08, 2023
SELL
$20.37 - $21.31 $66,874 - $69,960
-3,283 Reduced 13.57%
20,909 $439,000
Q4 2022

Jan 25, 2023
BUY
$19.76 - $21.04 $478,033 - $508,999
24,192 New
24,192 $0

Others Institutions Holding NUAG

# of Institutions
27
Shares Held
1.45M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ENHANCED YIELD U.S. AGG

NUAG Quotes by TradingView
  • Ticker NUAG
  • Sector ETFs
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