Vertex Planning Partners, LLC Spdr Nuveen Bloomberg Municipa Call Options Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TFI

# of Institutions

339

Shares Held

70M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

19M
Shares

$870 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

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

7.09M
Shares

$324 Million
0.78% of portfolio
Northwestern Mutual Wealth Management CO

4.74M
Shares

$217 Million
0.18% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.4M
Shares

$156 Million
0.06% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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