Processus Wealth & Capital Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Processus Wealth & Capital Management, LLC

$121 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 05, 2024	BUY	$43.05 - $47.12 $475,358 - $520,299	11,042 New	11,042 $519 Million

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

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

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