Perigon Wealth Management, LLC Nuveen Enhanced Yield U.S. Agg Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Nuveen Enhanced Yield U.S. Agg stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 61,320 shares of NUAG stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
61,320
Previous 59,854 2.45%
Holding current value
$1.3 Million
Previous $1.28 Million 1.96%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$21.19 - $21.51 $31,064 - $31,533
1,466 Added 2.45%
61,320 $1.3 Million
Q3 2025

Oct 17, 2025
BUY
$20.75 - $21.42 $77,978 - $80,496
3,758 Added 6.7%
59,854 $1.28 Million
Q2 2025

Jul 15, 2025
BUY
$20.5 - $21.03 $43,439 - $44,562
2,119 Added 3.93%
56,096 $1.18 Million
Q1 2025

Apr 23, 2025
BUY
$20.4 - $21.07 $1,468 - $1,517
72 Added 0.13%
53,977 $1.13 Million
Q4 2024

Jan 22, 2025
SELL
$20.61 - $21.56 $4,039 - $4,225
-196 Reduced 0.36%
53,905 $1.11 Million
Q3 2024

Oct 16, 2024
BUY
$20.55 - $21.68 $23,365 - $24,650
1,137 Added 2.15%
54,101 $1.17 Million
Q2 2024

Aug 02, 2024
BUY
$20.3 - $20.88 $1.08 Million - $1.11 Million
52,964 New
52,964 $1.1 Million
Q1 2021

May 17, 2021
SELL
$24.57 - $25.75 $36,044 - $37,775
-1,467 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$25.41 - $25.81 $37,276 - $37,863
1,467 New
1,467 $38,000

Others Institutions Holding NUAG

# of Institutions
27
Shares Held
1.45M
Call Options Held
0
Put Options Held
0
View Full List

About NUVEEN ENHANCED YIELD U.S. AGG

NUAG Quotes by TradingView
  • Ticker NUAG
  • Sector ETFs
  • Industry ETFs
More about NUAG
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