Dakota Wealth Management Spdr Nuveen Bloomberg Municipa Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Dakota Wealth Management holds 10,177 shares of TFI stock, worth $461,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,177

Previous 7,833 29.92%

Holding current value

$461,221

Previous $366,000 26.78%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$45.38 - $46.88 $106,370 - $109,886	2,344 Added 29.92%	10,177 $464,000
Q3 2024 Oct 23, 2024	SELL	$45.6 - $46.83 $378,388 - $388,595	-8,298 Reduced 51.44%	7,833 $366,000
Q2 2024 Jul 19, 2024	BUY	$45.15 - $46.21 $35,352 - $36,182	783 Added 5.1%	16,131 $737,000
Q1 2024 Apr 24, 2024	BUY	$46.43 - $47.07 $347,482 - $352,271	7,484 Added 95.17%	15,348 $713,000
Q4 2023 Jan 30, 2024	BUY	$43.05 - $47.12 $79,125 - $86,606	1,838 Added 30.5%	7,864 $369,000
Q3 2023 Oct 23, 2023	BUY	$43.67 - $46.49 $263,155 - $280,148	6,026 New	6,026 $263,000
Q2 2022 Aug 05, 2022	SELL	$45.07 - $47.95 $196,234 - $208,774	-4,354 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$47.75 - $51.66 $50,853 - $55,017	-1,065 Reduced 19.65%	4,354 $208,000
Q1 2021 May 10, 2021	SELL	$51.39 - $52.66 $609,382 - $624,442	-11,858 Reduced 68.63%	5,419 $280,000
Q4 2020 Feb 12, 2021	BUY	$51.59 - $52.53 $196,042 - $199,614	3,800 Added 28.2%	17,277 $907,000
Q3 2020 Nov 04, 2020	BUY	$51.6 - $52.7 $39,732 - $40,579	770 Added 6.06%	13,477 $700,000
Q2 2020 Aug 07, 2020	BUY	$48.59 - $51.81 $86,490 - $92,221	1,780 Added 16.29%	12,707 $656,000
Q1 2020 Apr 29, 2020	BUY	$44.31 - $52.43 $46,702 - $55,261	1,054 Added 10.68%	10,927 $546,000
Q3 2019 Nov 14, 2019	BUY	$50.31 - $50.99 $139,409 - $141,293	2,771 Added 39.02%	9,873 $500,000
Q2 2019 Aug 07, 2019	BUY	N/A	2,500 Added 54.32%	7,102 $356,000
Q1 2019 Apr 29, 2019	BUY	N/A	4,602 New	4,602 $227,000

Others Institutions Holding TFI

# of Institutions

345

Shares Held

72.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Dakota Wealth Management Spdr Nuveen Bloomberg Municipa Transaction History