Captrust Financial Advisors Spdr Nuveen Bloomberg Municipa Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Captrust Financial Advisors holds 9,526 shares of TFI stock, worth $435,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,526
Previous 6,967 36.73%
Holding current value
$435,242
Previous $311,000 39.55%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$44.22 - $45.74 $113,158 - $117,048
2,559 Added 36.73%
9,526 $434,000
Q2 2025

Aug 14, 2025
SELL
$43.63 - $45.4 $21,727 - $22,609
-498 Reduced 6.67%
6,967 $311,000
Q1 2025

May 14, 2025
BUY
$44.81 - $46.22 $334,506 - $345,032
7,465 New
7,465 $336,000
Q4 2023

Feb 14, 2024
BUY
$43.05 - $47.12 $228,466 - $250,065
5,307 New
5,307 $249,000
Q1 2023

May 15, 2023
SELL
$45.4 - $47.21 $463,352 - $481,825
-10,206 Reduced 38.14%
16,552 $774,000
Q4 2022

Feb 15, 2023
SELL
$43.48 - $46.24 $113,569 - $120,778
-2,612 Reduced 8.89%
26,758 $1.22 Million
Q3 2022

Nov 16, 2022
BUY
$43.92 - $47.21 $1.05 Million - $1.13 Million
23,864 Added 433.42%
29,370 $1.29 Million
Q2 2022

Aug 23, 2022
SELL
$45.07 - $47.95 $55,796 - $59,362
-1,238 Reduced 18.36%
5,506 $253,000
Q2 2022

Aug 16, 2022
BUY
$45.07 - $47.95 $76,664 - $81,562
1,701 Added 33.73%
6,744 $309,000
Q1 2022

May 16, 2022
SELL
$47.75 - $51.66 $29,939 - $32,390
-627 Reduced 11.06%
5,043 $241,000
Q4 2021

Feb 14, 2022
BUY
$51.25 - $51.8 $240,208 - $242,786
4,687 Added 476.81%
5,670 $293,000
Q1 2021

May 17, 2021
BUY
$51.39 - $52.66 $12,539 - $12,849
244 Added 33.02%
983 $51,000
Q4 2020

Feb 16, 2021
BUY
$51.59 - $52.53 $23,473 - $23,901
455 Added 160.21%
739 $39,000
Q3 2020

Nov 17, 2020
BUY
$51.6 - $52.7 $3,096 - $3,162
60 Added 26.79%
284 $15,000
Q2 2020

Aug 14, 2020
BUY
$48.59 - $51.81 $10,884 - $11,605
224 New
224 $12,000
Q4 2019

Feb 14, 2020
SELL
$50.2 - $51.05 $100,902 - $102,610
-2,010 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
$50.31 - $50.99 $10,917 - $11,064
-217 Reduced 9.74%
2,010 $102,000
Q2 2019

Aug 13, 2019
SELL
N/A
-397 Reduced 15.13%
2,227 $112,000
Q1 2019

May 15, 2019
SELL
N/A
-80 Reduced 2.96%
2,624 $129,000
Q3 2018

Nov 15, 2018
SELL
N/A
-234 Reduced 7.96%
2,704 $128,000
Q3 2017

Feb 16, 2018
SELL
N/A
-233 Reduced 7.35%
2,938 $141,000
Q2 2017

Nov 13, 2017
BUY
N/A
3,171
3,171 $154,000

Others Institutions Holding TFI

# of Institutions
337
Shares Held
64M
Call Options Held
135K
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email