Cornerstone Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 48,260 shares of TFI stock, worth $2.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
48,260
Previous 56,364 14.38%
Holding current value
$2.2 Million
Previous $2.58 Million 12.34%
% of portfolio
0.16%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$45.6 - $46.83 $369,542 - $379,510
-8,104 Reduced 14.38%
48,260 $2.26 Million
Q2 2024

Jul 16, 2024
SELL
$45.15 - $46.21 $25,735 - $26,339
-570 Reduced 1.0%
56,364 $2.58 Million
Q4 2023

Jan 10, 2024
BUY
$43.05 - $47.12 $2.2 Million - $2.41 Million
51,158 Added 885.7%
56,934 $2.68 Million
Q3 2023

Nov 06, 2023
SELL
$43.67 - $46.49 $68,911 - $73,361
-1,578 Reduced 21.46%
5,776 $252,000
Q2 2023

Jul 14, 2023
SELL
$45.36 - $47.24 $1.06 Million - $1.1 Million
-23,301 Reduced 76.01%
7,354 $339,000
Q1 2023

May 15, 2023
BUY
$45.4 - $47.21 $986,496 - $1.03 Million
21,729 Added 243.43%
30,655 $1.44 Million
Q3 2022

Oct 14, 2022
BUY
$43.92 - $47.21 $56,744 - $60,995
1,292 Added 16.92%
8,926 $393,000
Q2 2022

Aug 04, 2022
BUY
$45.07 - $47.95 $344,064 - $366,050
7,634 New
7,634 $350,000

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email