Geneos Wealth Management Inc. Nuveen Esg U.S. Aggregate Bond Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding NUBD
# of Institutions
110Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.8 Million0.0% of portfolio
-
First Pacific Financial931KShares$20.4 Million6.37% of portfolio
-
Cambridge Investment Research Advisors, Inc.913KShares$20 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$15.1 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC593KShares$13 Million0.0% of portfolio