Geneos Wealth Management Inc. Nuveen Esg U.S. Aggregate Bond Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
111Shares Held
12.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.5 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.1 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$19.9 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$14.9 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$12.9 Million0.0% of portfolio