Grand Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
123Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$35.6 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.2 Million6.23% of portfolio
-
Cambridge Investment Research Advisors, Inc.884KShares$19.4 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA708KShares$15.5 Million0.06% of portfolio
-
Envestnet Asset Management Inc595KShares$13 Million0.0% of portfolio