Epg Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Epg Wealth Management LLC

$0
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

322

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$783 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$527 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$316 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$207 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$183 Million
0.08% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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