West Paces Advisors Inc. Spdr Nuveen Bloomberg Municipa Transaction History

West Paces Advisors Inc.

$408 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 18, 2023	SELL	$45.4 - $47.21 $998 - $1,038	-22 Closed	0 $0
Q4 2022 Dec 18, 2023	BUY	$43.48 - $46.24 $956 - $1,017	22 New	22 $1 Million

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

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.