Mascoma Wealth Management LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 23, 2019	SELL	N/A	-7,127 Closed	0 $0
Q4 2018 Jan 28, 2019	BUY	N/A	4,162 Added 140.37%	7,127 $173,000
Q3 2018 Nov 08, 2018	BUY	N/A	2,965 New	2,965 $71,000

Others Institutions Holding NUBD

# of Institutions

120

Shares Held

13.4M

Call Options Held

0

Put Options Held

0

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

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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