Rmr Wealth Builders Spdr Nuveen Bloomberg Municipa Transaction History
Rmr Wealth Builders
- $1.08 Billion
- Q2 2025
Shares
	  2 transactions
	
  Others Institutions Holding TFI
# of Institutions
335Shares Held
69.2MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC13.6MShares$622 Million0.05% of portfolio
- 
    
      Betterment LLC New York, NY13.1MShares$602 Million1.25% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY6.32MShares$290 Million0.02% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO5.1MShares$234 Million0.17% of portfolio
- 
    
      Morgan Stanley New York, NY3.5MShares$160 Million0.01% of portfolio