Bison Wealth, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$43.67 - $46.49 $23,145 - $24,639	-530 Reduced 5.64%	8,863 $387,000
Q2 2023 Aug 14, 2023	BUY	$45.36 - $47.24 $426,066 - $443,725	9,393 New	9,393 $433,000
Q2 2022 Jul 22, 2022	BUY	$45.07 - $47.95 $2,929 - $3,116	65 Added 13.21%	557 $26,000
Q4 2021 Feb 02, 2022	SELL	$51.25 - $51.8 $18,193 - $18,389	-355 Reduced 41.91%	492 $25,000
Q1 2021 May 05, 2021	SELL	$51.39 - $52.66 $1,593 - $1,632	-31 Reduced 3.53%	847 $44,000
Q4 2020 Feb 11, 2021	BUY	$51.59 - $52.53 $11,091 - $11,293	215 Added 32.43%	878 $46,000
Q2 2020 Aug 03, 2020	SELL	$48.59 - $51.81 $1,457 - $1,554	-30 Reduced 4.33%	663 $34,000
Q1 2020 May 04, 2020	SELL	$44.31 - $52.43 $1,816 - $2,149	-41 Reduced 5.59%	693 $35,000
Q4 2019 Feb 05, 2020	BUY	$50.2 - $51.05 $36,846 - $37,470	734 New	734 $37,000

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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.