Prentice Wealth Management LLC Nuveen Esg U.S. Aggregate Bond Call Options Transaction History
Prentice Wealth Management LLC
- $329 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding NUBD
# of Institutions
111Shares Held
12.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.82MShares$39.5 Million0.0% of portfolio
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First Pacific Financial931KShares$20.3 Million6.37% of portfolio
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Cambridge Investment Research Advisors, Inc.913KShares$19.9 Million0.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA686KShares$14.9 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC593KShares$12.9 Million0.0% of portfolio