Woodmont Investment Counsel LLC Spdr Nuveen Bloomberg Municipa Transaction History

Woodmont Investment Counsel LLC

$1.32 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$46.43 - $47.07 $50,190 - $50,882	1,081 New	1,081 $50,000

Others Institutions Holding TFI

# of Institutions

321

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$783 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$527 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$316 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$207 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$183 Million
0.08% of portfolio

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