Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,710,414 shares of TFI stock, worth $78.3 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

1,710,414

Previous 1,643,259 4.09%

Holding current value

$78.3 Million

Previous $75.2 Million 6.54%

% of portfolio

1.85%

Previous 1.61%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$45.6 - $46.83 $3.06 Million - $3.14 Million	67,155 Added 4.09%	1,710,414 $80.1 Million
Q2 2024 Jul 11, 2024	BUY	$45.15 - $46.21 $3.45 Million - $3.53 Million	76,467 Added 4.88%	1,643,259 $75.2 Million
Q1 2024 May 02, 2024	SELL	$46.43 - $47.07 $73.4 Million - $74.4 Million	-1,580,161 Reduced 50.21%	1,566,792 $72.8 Million
Q4 2023 Jan 16, 2024	SELL	$43.05 - $47.12 $3.08 Million - $3.37 Million	-71,561 Reduced 2.22%	3,146,953 $148 Million
Q3 2023 Oct 13, 2023	BUY	$43.67 - $46.49 $7.91 Million - $8.42 Million	181,159 Added 5.96%	3,218,514 $141 Million
Q2 2023 Jul 14, 2023	BUY	$45.36 - $47.24 $38.3 Million - $39.9 Million	845,062 Added 38.55%	3,037,355 $140 Million
Q1 2023 Apr 12, 2023	BUY	$45.4 - $47.21 $49.7 Million - $51.7 Million	1,095,410 Added 99.87%	2,192,293 $103 Million
Q4 2022 Jan 19, 2023	BUY	$43.48 - $46.24 $47.7 Million - $50.7 Million	1,096,883 New	1,096,883 $0
Q2 2022 Jul 08, 2022	SELL	$45.07 - $47.95 $8.63 Million - $9.18 Million	-191,465 Reduced 24.58%	587,378 $26.9 Million
Q1 2022 Apr 27, 2022	BUY	$47.75 - $51.66 $15.4 Million - $16.7 Million	322,409 Added 70.64%	778,843 $37.3 Million
Q4 2021 Jan 26, 2022	BUY	$51.25 - $51.8 $2.54 Million - $2.57 Million	49,580 Added 12.19%	456,434 $23.6 Million
Q3 2021 Nov 02, 2021	BUY	$51.57 - $52.51 $21 Million - $21.4 Million	406,854 New	406,854 $21 Million
Q3 2021 Oct 14, 2021	SELL	$51.57 - $52.51 $17.6 Million - $18 Million	-342,135 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$51.61 - $52.39 $2.85 Million - $2.9 Million	-55,318 Reduced 13.92%	342,135 $17.8 Million
Q1 2021 May 24, 2021	BUY	$51.39 - $52.66 $1.73 Million - $1.77 Million	33,606 Added 9.24%	397,453 $20.5 Million
Q4 2020 Jan 14, 2021	BUY	$51.59 - $52.53 $1.57 Million - $1.6 Million	30,493 Added 9.15%	363,847 $19.1 Million
Q3 2020 Oct 13, 2020	BUY	$51.6 - $52.7 $757,539 - $773,688	14,681 Added 4.61%	333,354 $17.3 Million
Q2 2020 Jul 16, 2020	BUY	$48.59 - $51.81 $3.21 Million - $3.42 Million	66,052 Added 26.15%	318,673 $16.5 Million
Q4 2019 Jan 29, 2020	BUY	$50.2 - $51.05 $987,233 - $1 Million	19,666 Added 8.44%	252,621 $12.8 Million
Q3 2019 Oct 07, 2019	BUY	$50.31 - $50.99 $3.05 Million - $3.09 Million	60,640 Added 35.19%	232,955 $11.8 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-1,247 Reduced 0.72%	172,315 $8.64 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-410,501 Reduced 70.28%	173,562 $8.55 Million
Q4 2018 Jan 22, 2019	BUY	N/A	411,881 Added 239.21%	584,063 $28.1 Million
Q3 2018 Nov 05, 2018	BUY	N/A	5,750 Added 3.45%	172,182 $8.18 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-6,317 Reduced 3.66%	166,432 $7.99 Million
Q1 2018 Apr 26, 2018	BUY	N/A	30,144 Added 21.14%	172,749 $8.3 Million
Q4 2017 Jan 31, 2018	BUY	N/A	15,899 Added 12.55%	142,605 $6.98 Million
Q3 2017 Nov 06, 2017	BUY	N/A	126,706	126,706 $6.2 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History