Avidian Wealth Solutions, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 376,818 shares of TFI stock, worth $17.2 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

376,818

Previous 370,865 1.61%

Holding current value

$17.2 Million

Previous $17.4 Million 1.02%

% of portfolio

0.8%

Previous 0.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$45.38 - $46.88 $270,147 - $279,076	5,953 Added 1.61%	376,818 $17.2 Million
Q3 2024 Oct 30, 2024	BUY	$45.6 - $46.83 $727,502 - $747,125	15,954 Added 4.5%	370,865 $17.4 Million
Q2 2024 Aug 06, 2024	BUY	$45.15 - $46.21 $458,317 - $469,077	10,151 Added 2.94%	354,911 $16.2 Million
Q1 2024 May 03, 2024	BUY	$46.43 - $47.07 $15.5 Million - $15.7 Million	332,892 Added 2804.95%	344,760 $16 Million
Q4 2023 Feb 06, 2024	BUY	$43.05 - $47.12 $208,146 - $227,825	4,835 Added 68.75%	11,868 $557,000
Q3 2023 Oct 13, 2023	SELL	$43.67 - $46.49 $9,039 - $9,623	-207 Reduced 2.86%	7,033 $307,000
Q2 2023 Aug 03, 2023	BUY	$45.36 - $47.24 $10,342 - $10,770	228 Added 3.25%	7,240 $334,000
Q1 2023 May 08, 2023	SELL	$45.4 - $47.21 $2.68 Million - $2.79 Million	-59,111 Reduced 89.4%	7,012 $328,000
Q4 2022 Feb 06, 2023	BUY	$43.48 - $46.24 $2.88 Million - $3.06 Million	66,123 New	66,123 $3.02 Million
Q2 2022 Jul 29, 2022	BUY	$45.07 - $47.95 $14.8 Million - $15.7 Million	327,442 Added 509.68%	391,687 $18 Million
Q1 2022 May 10, 2022	SELL	$47.75 - $51.66 $1.42 Million - $1.54 Million	-29,738 Reduced 31.64%	64,245 $3.08 Million
Q4 2021 Feb 14, 2022	BUY	$51.25 - $51.8 $4.82 Million - $4.87 Million	93,983 New	93,983 $4.86 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

68.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Avidian Wealth Solutions, LLC Spdr Nuveen Bloomberg Municipa Transaction History