Burt Wealth Advisors Spdr Nuveen Bloomberg Municipa Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding TFI
# of Institutions
338Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19MShares$850 Million0.07% of portfolio
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Morgan Stanley New York, NY13.7MShares$610 Million0.04% of portfolio
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Betterment LLC New York, NY7.09MShares$317 Million0.78% of portfolio
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Northwestern Mutual Wealth Management CO4.74MShares$212 Million0.18% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.4MShares$152 Million0.06% of portfolio