Legacy Financial Group LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Legacy Financial Group LLC

  • $567 Million
  • Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Legacy Financial Group LLC holds 33,654 shares of NUBD stock, worth $739,041. This represents 0.13% of its overall portfolio holdings.

Number of Shares
33,654
Previous 36,164 6.94%
Holding current value
$739,041
Previous $787,000 5.46%
% of portfolio
0.13%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$21.49 - $22.24 $53,939 - $55,822
-2,510 Reduced 6.94%
33,654 $744,000
Q4 2024

Jan 21, 2025
SELL
$21.66 - $22.69 $31,428 - $32,923
-1,451 Reduced 3.86%
36,164 $787,000
Q3 2024

Oct 15, 2024
BUY
$21.61 - $22.87 $11,626 - $12,304
538 Added 1.45%
37,615 $854 Million
Q2 2024

Jul 17, 2024
BUY
$21.33 - $21.94 $17,490 - $17,990
820 Added 2.26%
37,077 $809 Million
Q1 2024

Apr 10, 2024
BUY
$21.72 - $22.29 $787,502 - $808,168
36,257 New
36,257 $797 Million
Q3 2023

Oct 24, 2023
BUY
$21.05 - $22.06 $43,215 - $45,289
2,053 Added 6.17%
35,328 $745,000
Q2 2023

Jul 24, 2023
BUY
$21.84 - $22.54 $22,757 - $23,486
1,042 Added 3.23%
33,275 $731,000
Q1 2023

Apr 21, 2023
SELL
$21.59 - $22.58 $626 - $654
-29 Reduced 0.09%
32,233 $720,000
Q4 2022

Jan 26, 2023
BUY
$21.06 - $22.41 $274,980 - $292,607
13,057 Added 67.99%
32,262 $0
Q3 2022

Oct 13, 2022
BUY
$21.51 - $23.43 $413,099 - $449,973
19,205 New
19,205 $416,000

Others Institutions Holding NUBD

# of Institutions
125
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

NUBD Quotes by TradingView
  • Ticker NUBD
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