Lido Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$45.15 - $46.21 $392,443 - $401,657	8,692 New	8,692 $397,000
Q3 2017 Nov 13, 2017	BUY	N/A	4,822	4,822 $235,000

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

$820 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$525 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 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

$162 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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