Bogart Wealth, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	BUY	$51.57 - $52.51 $1,547 - $1,575	30 New	30 $2,000
Q2 2020 Jul 08, 2020	SELL	$48.59 - $51.81 $0 - $0	0 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$44.31 - $52.43 $0 - $0	0 New	0 $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

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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