Envestnet Portfolio Solutions, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 242,832 shares of TFI stock, worth $10.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

242,832

Previous 130,970 85.41%

Holding current value

$10.9 Million

Previous $6.13 Million 80.61%

% of portfolio

0.04%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$45.38 - $46.88 $5.08 Million - $5.24 Million	111,862 Added 85.41%	242,832 $11.1 Million
Q3 2024 Oct 31, 2024	BUY	$45.6 - $46.83 $1.75 Million - $1.8 Million	38,456 Added 41.57%	130,970 $6.13 Million
Q2 2024 Jul 16, 2024	BUY	$45.15 - $46.21 $801,006 - $819,811	17,741 Added 23.73%	92,514 $4.23 Million
Q1 2024 May 06, 2024	SELL	$46.43 - $47.07 $657,634 - $666,699	-14,164 Reduced 15.93%	74,773 $3.48 Million
Q4 2023 Feb 07, 2024	BUY	$43.05 - $47.12 $1.26 Million - $1.37 Million	29,157 Added 48.77%	88,937 $4.18 Million
Q3 2023 Nov 13, 2023	BUY	$43.67 - $46.49 $2.61 Million - $2.78 Million	59,780 New	59,780 $2.61 Million

Others Institutions Holding TFI

# of Institutions

344

Shares Held

72.8M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Envestnet Portfolio Solutions, Inc. Spdr Nuveen Bloomberg Municipa Transaction History