Steward Financial Group LLC Spdr Nuveen Bloomberg Municipa Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$45.07 - $47.95 $54,669 - $58,163	-1,213 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$51.25 - $51.8 $62,166 - $62,833	1,213 New	1,213 $62,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$311 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$161 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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