Bartlett & Co. Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,225 shares of TFI stock, worth $101,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,225

Previous 2,226 0.04%

Holding current value

$101,593

Previous $104 Million 2.63%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$45.38 - $46.88 $45 - $46	-1 Reduced 0.04%	2,225 $102 Million
Q2 2024 Jul 12, 2024	SELL	$45.15 - $46.21 $121,859 - $124,720	-2,699 Reduced 54.8%	2,226 $102 Million
Q4 2023 Feb 14, 2024	BUY	$43.05 - $47.12 $143,485 - $157,050	3,333 Added 209.36%	4,925 $232 Million
Q1 2023 Feb 14, 2024	BUY	$45.4 - $47.21 $3,268 - $3,399	72 Added 4.74%	1,592 $74.5 Million
Q1 2022 Feb 14, 2024	SELL	$47.75 - $51.66 $9,168 - $9,918	-192 Reduced 11.21%	1,520 $72.8 Million
Q1 2021 Feb 13, 2024	SELL	$51.39 - $52.66 $462 - $473	-9 Reduced 0.52%	1,712 $88.4 Million
Q4 2020 Feb 13, 2024	BUY	$51.59 - $52.53 $88,786 - $90,404	1,721 New	1,721 $90.3 Million

Others Institutions Holding TFI

# of Institutions

335

Shares Held

68.5M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Bartlett & Co. Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History