Rockbridge Investment Management, Lcc Spdr Nuveen Bloomberg Municipa Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding TFI
# of Institutions
326Shares Held
68.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$817 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$523 Million0.04% of portfolio
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Betterment LLC New York, NY6.85MShares$311 Million0.77% of portfolio
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Northwestern Mutual Wealth Management CO4.6MShares$209 Million0.19% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$161 Million0.07% of portfolio