Ae Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,852 shares of TFI stock, worth $82,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,852

Previous 2,119 12.6%

Holding current value

$82,302

Previous $96,000 13.54%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$44.81 - $46.22 $11,964 - $12,340	-267 Reduced 12.6%	1,852 $83,000
Q4 2024 Feb 13, 2025	BUY	$45.38 - $46.88 $96,160 - $99,338	2,119 New	2,119 $96,000
Q3 2023 Oct 11, 2023	SELL	$43.67 - $46.49 $6,637 - $7,066	-152 Reduced 2.05%	7,252 $316,000
Q2 2023 Jul 10, 2023	BUY	$45.36 - $47.24 $30,708 - $31,981	677 Added 10.06%	7,404 $341,000
Q1 2023 Apr 14, 2023	SELL	$45.4 - $47.21 $37,500 - $38,995	-826 Reduced 10.94%	6,727 $314,000
Q4 2022 Jan 31, 2023	BUY	$43.48 - $46.24 $8,869 - $9,432	204 Added 2.78%	7,553 $344,000
Q3 2022 Oct 25, 2022	SELL	$43.92 - $47.21 $169,882 - $182,608	-3,868 Reduced 34.48%	7,349 $323,000
Q2 2022 Aug 03, 2022	BUY	$45.07 - $47.95 $28,123 - $29,920	624 Added 5.89%	11,217 $514,000
Q1 2022 Apr 18, 2022	SELL	$47.75 - $51.66 $177,582 - $192,123	-3,719 Reduced 25.99%	10,593 $507,000
Q4 2021 Jan 20, 2022	BUY	$51.25 - $51.8 $187,113 - $189,121	3,651 Added 34.25%	14,312 $740,000
Q3 2021 Nov 01, 2021	BUY	$51.57 - $52.51 $62,296 - $63,432	1,208 Added 12.78%	10,661 $550,000
Q2 2021 Jul 21, 2021	BUY	$51.61 - $52.39 $92,588 - $93,987	1,794 Added 23.42%	9,453 $493,000
Q1 2021 Apr 27, 2021	BUY	$51.39 - $52.66 $128,783 - $131,965	2,506 Added 48.63%	7,659 $396,000
Q4 2020 Feb 01, 2021	BUY	$51.59 - $52.53 $58,709 - $59,779	1,138 Added 28.34%	5,153 $270,000
Q3 2020 Nov 06, 2020	BUY	$51.6 - $52.7 $207,174 - $211,590	4,015 New	4,015 $208,000

Others Institutions Holding TFI

# of Institutions

339

Shares Held

64.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Ae Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History