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Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Tip: Access up to 7 years of quarterly data

All positions including Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $25M 573k 43.70
2022-12-31 $34M 737k 45.62
2022-06-30 $695k 15k 45.86

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
Fisher Investments
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Assetmark
One Capital Management
Jpmorgan Chase & Co
Foster Group
Hanson McClain Advisors
Revolve Wealth Partners
Streettalk Advisors

View all funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni