Global Wealth Management Investment Advisory, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$45.36 - $47.24 $144,653 - $150,648	3,189 New	3,189 $147,000
Q2 2022 Aug 15, 2022	BUY	$45.07 - $47.95 $4,101 - $4,363	91 Added 3.14%	2,990 $137,000
Q1 2022 May 17, 2022	BUY	$47.75 - $51.66 $3,390 - $3,667	71 Added 2.51%	2,899 $139,000
Q3 2021 Nov 16, 2021	BUY	$51.57 - $52.51 $6,961 - $7,088	135 Added 5.01%	2,828 $146,000
Q1 2021 May 17, 2021	BUY	$51.39 - $52.66 $65,111 - $66,720	1,267 Added 88.85%	2,693 $139,000
Q3 2020 Nov 16, 2020	BUY	$51.6 - $52.7 $73,581 - $75,150	1,426 New	1,426 $74,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 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

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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