Navigation Wealth Management, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History
Navigation Wealth Management, Inc.
- $65.3 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding NUBD
# of Institutions
125Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.62MShares$35.7 Million0.0% of portfolio
-
First Pacific Financial1.02MShares$22.3 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
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Envestnet Asset Management Inc595KShares$13.1 Million0.0% of portfolio