Aquire Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Aquire Wealth Advisors, LLC

$323 Million
Q4 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 95,706 shares of TFI stock, worth $4.3 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

95,706

Previous 91,331 4.79%

Holding current value

$4.3 Million

Previous $4.28 Million 2.08%

% of portfolio

1.35%

Previous 1.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$45.38 - $46.88 $198,537 - $205,100	4,375 Added 4.79%	95,706 $4.37 Million
Q3 2024 Nov 04, 2024	SELL	$45.6 - $46.83 $503,925 - $517,518	-11,051 Reduced 10.79%	91,331 $4.28 Million
Q2 2024 Aug 14, 2024	SELL	$45.15 - $46.21 $256,000 - $262,010	-5,670 Reduced 5.25%	102,382 $4.68 Million
Q1 2024 May 13, 2024	SELL	$46.43 - $47.07 $136,829 - $138,715	-2,947 Reduced 2.65%	108,052 $5.02 Million
Q4 2023 Jan 11, 2024	SELL	$43.05 - $47.12 $603,905 - $660,999	-14,028 Reduced 11.22%	110,999 $5.22 Million
Q3 2023 Oct 30, 2023	SELL	$43.67 - $46.49 $571,421 - $608,321	-13,085 Reduced 9.47%	125,027 $5.46 Million
Q2 2023 Aug 03, 2023	SELL	$45.36 - $47.24 $81,874 - $85,268	-1,805 Reduced 1.29%	138,112 $6.38 Million
Q1 2023 May 01, 2023	SELL	$45.4 - $47.21 $27,512 - $28,609	-606 Reduced 0.43%	139,917 $6.55 Million
Q4 2022 Jan 20, 2023	SELL	$43.48 - $46.24 $413,581 - $439,834	-9,512 Reduced 6.34%	140,523 $0
Q3 2022 Oct 18, 2022	SELL	$43.92 - $47.21 $413,946 - $444,954	-9,425 Reduced 5.91%	150,035 $6.6 Million
Q2 2022 Jul 27, 2022	SELL	$45.07 - $47.95 $845,828 - $899,877	-18,767 Reduced 10.53%	159,460 $7.31 Million
Q1 2022 Apr 28, 2022	BUY	$47.75 - $51.66 $61,597 - $66,641	1,290 Added 0.73%	178,227 $8.53 Million
Q4 2021 Feb 09, 2022	BUY	$51.25 - $51.8 $9.07 Million - $9.17 Million	176,937 New	176,937 $9.15 Million

Others Institutions Holding TFI

# of Institutions

345

Shares Held

72.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Aquire Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History