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

Mascoma Wealth Management LLC

$389 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding NUBD

# of Institutions

124

Shares Held

13.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.62M
Shares

$35.9 Million
0.0% of portfolio
First Pacific Financial

1.05M
Shares

$23.1 Million
5.67% of portfolio
Cambridge Investment Research Advisors, Inc.

875K
Shares

$19.3 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

734K
Shares

$16.2 Million
0.07% of portfolio
Envestnet Asset Management Inc

595K
Shares

$13.1 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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