Sage View Advisory Group, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 107,354 shares of NUBD stock, worth $2.37 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
107,354
Previous 106,971
0.36%
Holding current value
$2.37 Million
Previous $2.43 Billion
3.71%
% of portfolio
0.1%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
13.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$35.8 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.4 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.884KShares$19.5 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA708KShares$15.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc595KShares$13.1 Million0.0% of portfolio