Ever Source Wealth Advisors, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 415 shares of NUBD stock, worth $9,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
415
Previous 1,666
75.09%
Holding current value
$9,013
Previous $36,000
75.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding NUBD
# of Institutions
111Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.4 Million0.0% of portfolio
-
First Pacific Financial931KShares$20.2 Million6.37% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$19.8 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$14.9 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$12.9 Million0.0% of portfolio