Highline Wealth Partners LLC Spdr Nuveen Bloomberg Municipa Transaction History

Highline Wealth Partners LLC

$299 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 28, 2024	SELL	$43.67 - $46.49 $0 - $0	0 Closed	0 $0
Q1 2023 Oct 28, 2024	BUY	$45.4 - $47.21 $0 - $0	0 New	0 $0

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

$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

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