Cobblestone Capital Advisors LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cobblestone Capital Advisors LLC

$1.6 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 30, 2019	SELL	N/A	-6,040 Closed	0 $0
Q2 2018 Aug 03, 2018	BUY	N/A	6,040 New	6,040 $0

Others Institutions Holding TFI

# of Institutions

322

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$783 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$527 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$316 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$207 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$183 Million
0.08% 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 Cobblestone Capital Advisors LLC , based on Form 13F filings with the SEC.

News

Stay updated on Cobblestone Capital Advisors LLC with notifications on news.