Cresset Asset Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cresset Asset Management, LLC

$21.3 Billion
Q3 2025

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

338

Shares Held

64.1M

Call Options Held

135K

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.6M
Shares

$624 Million
0.04% of portfolio
Betterment LLC New York, NY

12.6M
Shares

$578 Million
1.14% of portfolio
Northwestern Mutual Wealth Management CO

5.23M
Shares

$240 Million
0.16% of portfolio
Morgan Stanley New York, NY

3.56M
Shares

$163 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.69M
Shares

$123 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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