Baystate Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
7 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$831 Million0.07% of portfolio
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Morgan Stanley New York, NY11.5MShares$532 Million0.04% of portfolio
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Betterment LLC New York, NY6.85MShares$316 Million0.77% of portfolio
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Northwestern Mutual Wealth Management CO4.6MShares$212 Million0.19% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$164 Million0.07% of portfolio