Signature Estate & Investment Advisors LLC Spdr Nuveen Bloomberg Municipa Transaction History

Signature Estate & Investment Advisors LLC

$3.94 Billion
Q4 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 07, 2020	SELL	$44.31 - $52.43 $176,929 - $209,352	-3,993 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$50.2 - $51.05 $15,562 - $15,825	310 Added 8.42%	3,993 $0
Q2 2019 Aug 01, 2019	BUY	N/A	3,683 New	3,683 $185,000
Q1 2019 May 01, 2019	SELL	N/A	-3,683 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	3,683 New	3,683 $177,000
Q3 2018 Oct 18, 2018	SELL	N/A	-5,418 Closed	0 $0
Q1 2018 Apr 16, 2018	BUY	N/A	98 Added 1.84%	5,418 $260,000
Q4 2017 Feb 02, 2018	BUY	N/A	5,320	5,320 $261,000

Others Institutions Holding TFI

# of Institutions

339

Shares Held

70M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

19M
Shares

$870 Million
0.07% of portfolio
Morgan Stanley New York, NY

13.7M
Shares

$625 Million
0.04% of portfolio
Betterment LLC New York, NY

7.09M
Shares

$324 Million
0.78% of portfolio
Northwestern Mutual Wealth Management CO

4.74M
Shares

$217 Million
0.18% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.4M
Shares

$156 Million
0.06% of portfolio

View Full List

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