Crestone Asset Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Crestone Asset Management LLC

$0
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2017 Mar 12, 2021	SELL	N/A	-11,368 Closed	0 $0
Q1 2017 Mar 12, 2021	BUY	N/A	525 Added 4.84%	11,368 $545,000
Q4 2016 Mar 12, 2021	BUY	N/A	10,843	10,843 $514,000

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

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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