Atlas Capital Advisors LLC Spdr Nuveen Bloomberg Municipa Transaction History

Atlas Capital Advisors LLC

$656 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 01, 2022	SELL	$51.25 - $51.8 $102 - $103	-2 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$51.57 - $52.51 $103 - $105	2 New	2 $0

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.