1 North Wealth Services LLC Spdr Nuveen Bloomberg Municipa Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$45.38 - $46.88 $0 - $0	0 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$50.2 - $51.05 $0 - $0	0 New	0 $0

Others Institutions Holding TFI

# of Institutions

335

Shares Held

68.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.74M
Shares

$216 Million
0.18% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.4M
Shares

$155 Million
0.06% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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