Spirepoint Private Client, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Spirepoint Private Client, LLC

$951 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$46.43 - $47.07 $348,132 - $352,930	7,498 New	7,498 $349 Million

Others Institutions Holding TFI

# of Institutions

338

Shares Held

63.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.6M
Shares

$622 Million
0.05% of portfolio
Betterment LLC New York, NY

13.1M
Shares

$602 Million
1.25% of portfolio
Northwestern Mutual Wealth Management CO

5.1M
Shares

$234 Million
0.17% of portfolio
Morgan Stanley New York, NY

3.5M
Shares

$160 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.69M
Shares

$123 Million
0.05% of portfolio

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