Rmr Wealth Builders Spdr Nuveen Bloomberg Municipa Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$51.61 - $52.39 $5,057 - $5,134	-98 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$51.39 - $52.66 $5,036 - $5,160	98 New	98 $5,000

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$777 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$522 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$313 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$205 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$182 Million
0.08% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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