Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.39 Billion
  • Q1 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 1,566,792 shares of TFI stock, worth $71.8 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
1,566,792
Previous 3,146,953 50.21%
Holding current value
$71.8 Million
Previous $148 Million 50.76%
% of portfolio
1.66%
Previous 3.68%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.77 - $46.24 $48 Million - $50.7 Million
1,096,883 New
1,096,883 $0
Q2 2022

Jul 08, 2022
SELL
N/A
-191,465 Reduced 24.58%
587,378 $26.9 Million
Q1 2022

Apr 27, 2022
BUY
N/A
322,409 Added 70.64%
778,843 $37.3 Million
Q4 2021

Jan 26, 2022
BUY
N/A
49,580 Added 12.19%
456,434 $23.6 Million
Q3 2021

Nov 02, 2021
BUY
N/A
406,854 New
406,854 $21 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-342,135 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
N/A
-55,318 Reduced 13.92%
342,135 $17.8 Million
Q1 2021

May 24, 2021
BUY
N/A
33,606 Added 9.24%
397,453 $20.5 Million
Q4 2020

Jan 14, 2021
BUY
N/A
30,493 Added 9.15%
363,847 $19.1 Million
Q3 2020

Oct 13, 2020
BUY
N/A
14,681 Added 4.61%
333,354 $17.3 Million
Q2 2020

Jul 16, 2020
BUY
N/A
66,052 Added 26.15%
318,673 $16.5 Million
Q4 2019

Jan 29, 2020
BUY
N/A
19,666 Added 8.44%
252,621 $12.8 Million
Q3 2019

Oct 07, 2019
BUY
N/A
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
314
Shares Held
69M
Call Options Held
0
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
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