Simplicity Wealth,Llc Nuveen Esg U.S. Aggregate Bond Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,644 shares of NUBD stock, worth $494,997. This represents 0.11% of its overall portfolio holdings.

Number of Shares

22,644

Holding current value

$494,997

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$21.66 - $22.69 $490,469 - $513,792	22,644 New	22,644 $493,000

Others Institutions Holding NUBD

# of Institutions

120

Shares Held

13.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.82M
Shares

$39.7 Million
0.0% of portfolio
First Pacific Financial

1.02M
Shares

$22.2 Million
6.23% of portfolio
Cambridge Investment Research Advisors, Inc.

913K
Shares

$20 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

686K
Shares

$15 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

593K
Shares

$13 Million
0.0% of portfolio

View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
Sector ETFs
Industry ETFs

More about NUBD

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Simplicity Wealth,Llc Nuveen Esg U.S. Aggregate Bond Transaction History