Ellevest, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History

Ellevest, Inc.

$1.72 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$21.59 - $22.58 $1,079 - $1,129	50 New	50 $1,000

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.62M
Shares

$35.7 Million
0.0% of portfolio
First Pacific Financial

1.02M
Shares

$22.3 Million
6.23% of portfolio
Cambridge Investment Research Advisors, Inc.

884K
Shares

$19.4 Million
0.06% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

708K
Shares

$15.5 Million
0.06% of portfolio
Envestnet Asset Management Inc

595K
Shares

$13.1 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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