Vahanian & Associates Financial Planning Inc. Nuveen Esg U.S. Aggregate Bond Transaction History
Vahanian & Associates Financial Planning Inc.
- $24.5 Million
- Q4 2023
Shares
6 transactions
Others Institutions Holding NUBD
# of Institutions
108Shares Held
10.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.65MShares$37.4 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.1.03MShares$23.3 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA671KShares$15.2 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC590KShares$13.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc553KShares$12.5 Million0.0% of portfolio