Hohimer Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Hohimer Wealth Management, LLC

$419 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	N/A	-7,457 Closed	0 $0
Q1 2022 May 03, 2022	BUY	N/A	1,071 Added 16.77%	7,457 $357,000
Q4 2021 Jan 25, 2022	BUY	N/A	6,386 New	6,386 $330,000

Others Institutions Holding TFI

# of Institutions

313

Shares Held

69M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.8M
Shares

$767 Million
0.07% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$563 Million
0.05% of portfolio
Betterment LLC New York, NY

7.04M
Shares

$322 Million
0.88% of portfolio
Northwestern Mutual Wealth Management CO

4.28M
Shares

$196 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.07M
Shares

$186 Million
0.09% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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