Evensky & Katz LLC Spdr Nuveen Bloomberg Municipa Transaction History

Evensky & Katz LLC

$1.72 Billion
Q3 2025

A detailed history of Evensky & Katz LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Evensky & Katz LLC holds 59,229 shares of TFI stock, worth $2.71 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

59,229

Previous 49,392 19.92%

Holding current value

$2.71 Million

Previous $2.21 Million 22.35%

% of portfolio

0.16%

Previous 0.13%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$44.22 - $45.74 $434,992 - $449,944	9,837 Added 19.92%	59,229 $2.7 Million
Q2 2025 Jul 22, 2025	SELL	$43.63 - $45.4 $305,104 - $317,482	-6,993 Reduced 12.4%	49,392 $2.21 Million
Q1 2025 May 13, 2025	SELL	$44.81 - $46.22 $115,072 - $118,692	-2,568 Reduced 4.36%	56,385 $2.54 Million
Q4 2024 Feb 13, 2025	BUY	$45.38 - $46.88 $82,591 - $85,321	1,820 Added 3.19%	58,953 $2.69 Million
Q3 2024 Oct 08, 2024	SELL	$45.6 - $46.83 $346,195 - $355,533	-7,592 Reduced 11.73%	57,133 $2.68 Million

Q2 2024 Jul 26, 2024	SELL	$45.15 - $46.21 $325,486 - $333,127	-7,209 Reduced 10.02%	64,725 $2.96 Million
Q1 2024 Apr 08, 2024	BUY	$46.43 - $47.07 $330,999 - $335,562	7,129 Added 11.0%	71,934 $3.34 Million
Q4 2023 Feb 14, 2024	BUY	$43.05 - $47.12 $966,515 - $1.06 Million	22,451 Added 53.01%	64,805 $3.05 Million
Q3 2023 Oct 10, 2023	BUY	$43.67 - $46.49 $296,169 - $315,295	6,782 Added 19.07%	42,354 $1.85 Million
Q2 2023 Jul 24, 2023	BUY	$45.36 - $47.24 $331,445 - $345,182	7,307 Added 25.85%	35,572 $1.64 Million
Q1 2023 Apr 20, 2023	BUY	$45.4 - $47.21 $195,537 - $203,333	4,307 Added 17.98%	28,265 $1.32 Million
Q4 2022 Jan 12, 2023	BUY	$43.48 - $46.24 $392,972 - $417,917	9,038 Added 60.58%	23,958 $1.09 Million
Q3 2022 Oct 19, 2022	SELL	$43.92 - $47.21 $459,051 - $493,438	-10,452 Reduced 41.2%	14,920 $656,000
Q2 2022 Jul 19, 2022	SELL	$45.07 - $47.95 $1.29 Million - $1.38 Million	-28,682 Reduced 53.06%	25,372 $1.16 Million
Q1 2022 Apr 28, 2022	BUY	$47.75 - $51.66 $481,033 - $520,422	10,074 Added 22.91%	54,054 $2.59 Million
Q4 2021 Feb 16, 2022	BUY	$51.25 - $51.8 $36,746 - $37,140	717 Added 1.66%	43,980 $2.28 Million
Q3 2021 Oct 06, 2021	BUY	$51.57 - $52.51 $204,475 - $208,202	3,965 Added 10.09%	43,263 $2.23 Million
Q2 2021 Aug 04, 2021	BUY	$51.61 - $52.39 $278,332 - $282,539	5,393 Added 15.91%	39,298 $2.05 Million
Q1 2021 Apr 09, 2021	BUY	$51.39 - $52.66 $396,216 - $406,008	7,710 Added 29.43%	33,905 $1.75 Million
Q4 2020 Feb 08, 2021	BUY	$51.59 - $52.53 $39,414 - $40,132	764 Added 3.0%	26,195 $1.38 Million
Q3 2020 Oct 21, 2020	BUY	$51.6 - $52.7 $754,288 - $770,368	14,618 Added 135.19%	25,431 $1.32 Million
Q2 2020 Aug 05, 2020	SELL	$48.59 - $51.81 $556,549 - $593,431	-11,454 Reduced 51.44%	10,813 $559,000
Q1 2020 May 01, 2020	BUY	$44.31 - $52.43 $699,610 - $827,817	15,789 Added 243.73%	22,267 $1.11 Million
Q4 2019 Feb 13, 2020	BUY	$50.2 - $51.05 $2,811 - $2,858	56 Added 0.87%	6,478 $327,000
Q3 2019 Nov 07, 2019	BUY	$50.31 - $50.99 $15,495 - $15,704	308 Added 5.04%	6,422 $326,000
Q2 2019 Aug 06, 2019	SELL	N/A	-388 Reduced 5.97%	6,114 $307,000
Q1 2019 May 07, 2019	BUY	N/A	6,502 New	6,502 $320,000

Others Institutions Holding TFI

# of Institutions

335

Shares Held

64M

Call Options Held

135K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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