Cherry Tree Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 18,725 shares of NUBD stock, worth $406,707. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,725
Previous 17,956 4.28%
Holding current value
$406,707
Previous $392 Million 8.49%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$21.61 - $22.87 $16,618 - $17,587
769 Added 4.28%
18,725 $425 Million
Q1 2024

May 01, 2024
BUY
$21.72 - $22.29 $64,443 - $66,134
2,967 Added 19.79%
17,956 $394 Million
Q4 2023

Feb 06, 2024
SELL
$20.58 - $22.34 $68,243 - $74,079
-3,316 Reduced 18.12%
14,989 $334 Million
Q2 2023

Aug 09, 2023
BUY
$21.84 - $22.54 $399,781 - $412,594
18,305 New
18,305 $402 Million

Others Institutions Holding NUBD

# of Institutions
111
Shares Held
12.1M
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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email