Perigon Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 64,958 shares of NUBD stock, worth $1.41 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
64,958Holding current value
$1.41 Million% of portfolio
0.04%Shares
3 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
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Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$14.9 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC593KShares$12.9 Million0.0% of portfolio