Ellis Investment Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Ellis Investment Partners, LLC
- $469 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding TFI
# of Institutions
341Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19MShares$836 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.7MShares$600 Million0.04% of portfolio
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Betterment LLC New York, NY7.09MShares$312 Million0.78% of portfolio
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Northwestern Mutual Wealth Management CO4.74MShares$209 Million0.18% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.4MShares$149 Million0.06% of portfolio