Traphagen Investment Advisors LLC Spdr Nuveen Bloomberg Municipa Transaction History
Traphagen Investment Advisors LLC
- $868 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$839 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$537 Million0.04% of portfolio
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Betterment LLC New York, NY6.85MShares$319 Million0.77% of portfolio
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Northwestern Mutual Wealth Management CO4.6MShares$214 Million0.19% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$165 Million0.07% of portfolio