Mascoma Wealth Management LLC Nuveen Esg U.S. Aggregate Bond Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$35.5 Million0.0% of portfolio
-
First Pacific Financial1.05MShares$22.9 Million5.67% of portfolio
-
Cambridge Investment Research Advisors, Inc.875KShares$19.1 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA734KShares$16 Million0.07% of portfolio
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Envestnet Asset Management Inc595KShares$13 Million0.0% of portfolio