Gitterman Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Gitterman Wealth Management, LLC
- $238 Million
- Q3 2024
A detailed history of Gitterman Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 30,353 shares of NUBD stock, worth $663,516. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,353
Previous 30,313
0.13%
Holding current value
$663,516
Previous $661,000
4.24%
% of portfolio
0.29%
Previous 0.26%
Shares
14 transactions
Others Institutions Holding NUBD
# of Institutions
120Shares Held
13.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.7 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.2 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$20 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$15 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$13 Million0.0% of portfolio