Taylor, Cottrill, Erickson & Associates, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$359 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	BUY	$45.07 - $47.95 $198,308 - $210,980	4,400 New	4,400 $202,000
Q3 2018 Oct 24, 2018	SELL	N/A	-5,550 Closed	0 $0
Q2 2018 Jul 30, 2018	SELL	N/A	-640 Reduced 10.34%	5,550 $266,000
Q1 2018 Apr 23, 2018	BUY	N/A	100 Added 1.64%	6,190 $297,000
Q4 2017 Jan 24, 2018	SELL	N/A	-185 Reduced 2.95%	6,090 $298,000
Q3 2017 Oct 19, 2017	BUY	N/A	6,275	6,275 $307,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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