A detailed history of Epg Wealth Management LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Epg Wealth Management LLC holds 6,605 shares of TFI stock, worth $304,820. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,605
Previous 0 Infinity%
Holding current value
$304,820
Previous $0 Infinity%
% of portfolio
0.08%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$45.6 - $46.83 $301,188 - $309,312
6,605 New
6,605 $309 Million
Q2 2024

Aug 13, 2024

SELL
$45.15 - $46.21 $293,836 - $300,734
-6,508 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$46.43 - $47.07 $696 - $706
15 Added 0.23%
6,508 $302,000
Q4 2023

Feb 14, 2024

BUY
$43.05 - $47.12 $3,228 - $3,534
75 Added 1.17%
6,493 $305,000
Q3 2023

Nov 13, 2023

BUY
$43.67 - $46.49 $1,703 - $1,813
39 Added 0.61%
6,418 $280,000
Q2 2023

Aug 15, 2023

BUY
$45.36 - $47.24 $1,587 - $1,653
35 Added 0.55%
6,379 $294,000
Q1 2023

May 15, 2023

BUY
$45.4 - $47.21 $1,135 - $1,180
25 Added 0.4%
6,344 $297,000
Q4 2022

Feb 14, 2023

BUY
$43.48 - $46.24 $1,869 - $1,988
43 Added 0.69%
6,319 $288,000
Q3 2022

Nov 15, 2022

BUY
$43.92 - $47.21 $1,273 - $1,369
29 Added 0.46%
6,276 $276,000
Q2 2022

Aug 15, 2022

BUY
$45.07 - $47.95 $1,171 - $1,246
26 Added 0.42%
6,247 $286,000
Q1 2022

May 10, 2022

SELL
$47.75 - $51.66 $202,603 - $219,193
-4,243 Reduced 40.55%
6,221 $298,000
Q4 2021

Feb 14, 2022

BUY
$51.25 - $51.8 $2,870 - $2,900
56 Added 0.54%
10,464 $541,000
Q3 2021

Nov 15, 2021

BUY
$51.57 - $52.51 $2,269 - $2,310
44 Added 0.42%
10,408 $537,000
Q2 2021

Aug 09, 2021

BUY
$51.61 - $52.39 $534,886 - $542,969
10,364 New
10,364 $540,000
Q3 2020

Nov 02, 2020

SELL
$51.6 - $52.7 $867,344 - $885,834
-16,809 Closed
0 $0
Q2 2020

Aug 06, 2020

SELL
$48.59 - $51.81 $2,429 - $2,590
-50 Reduced 0.3%
16,809 $868,000
Q1 2020

May 05, 2020

BUY
$44.31 - $52.43 $747,022 - $883,917
16,859 New
16,859 $843,000

Others Institutions Holding TFI

About SPDR NUVEEN BLOOMBERG MUNICIPA


  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.