Cresset Asset Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cresset Asset Management, LLC

$23.6 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	N/A	-1,767 Closed	0 $0
Q4 2018 May 21, 2019	BUY	N/A	1,767 New	1,767 $85,000

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

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