Choate Investment Advisors Spdr Nuveen Bloomberg Municipa Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$51.57 - $52.51 $20,318 - $20,688	-394 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$51.61 - $52.39 $20,334 - $20,641	394 New	394 $21,000

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

$825 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$528 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$314 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$211 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$163 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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