Visionary Wealth Advisors Spdr Nuveen Bloomberg Municipa Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$51.59 - $52.53 $217,606 - $221,571	-4,218 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$51.6 - $52.7 $217,648 - $222,288	4,218 New	4,218 $219,000

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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