Colorado Capital Management, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Colorado Capital Management, Inc.

$203 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 22, 2018	SELL	N/A	-4,492 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	4,492 New	4,492 $216,000

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

$820 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$525 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$210 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

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