Sound View Wealth Advisors Group, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 17,889 shares of NUBD stock, worth $394,094. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,889
Previous 17,640
1.41%
Holding current value
$394,094
Previous $400,000
2.75%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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