First Affirmative Financial Network Spdr Nuveen Bloomberg Municipa Transaction History

First Affirmative Financial Network

$178 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	SELL	$45.15 - $46.21 $6,998 - $7,162	-155 Reduced 1.59%	9,564 $437,000
Q1 2024 Apr 11, 2024	BUY	$46.43 - $47.07 $5,757 - $5,836	124 Added 1.29%	9,719 $451,000
Q4 2023 Jan 08, 2024	SELL	$43.05 - $47.12 $182,058 - $199,270	-4,229 Reduced 30.59%	9,595 $450,000
Q3 2023 Oct 16, 2023	SELL	$43.67 - $46.49 $13,887 - $14,783	-318 Reduced 2.25%	13,824 $604,000
Q2 2023 Jul 10, 2023	SELL	$45.36 - $47.24 $5,080 - $5,290	-112 Reduced 0.79%	14,142 $652,000
Q1 2023 Apr 11, 2023	SELL	$45.4 - $47.21 $24,788 - $25,776	-546 Reduced 3.69%	14,254 $667,000
Q4 2022 Jan 23, 2023	SELL	$43.48 - $46.24 $11,174 - $11,883	-257 Reduced 1.71%	14,800 $0
Q3 2022 Oct 20, 2022	SELL	$43.92 - $47.21 $145,946 - $156,878	-3,323 Reduced 18.08%	15,057 $0
Q2 2022 Jul 13, 2022	SELL	$45.07 - $47.95 $25,734 - $27,379	-571 Reduced 3.01%	18,380 $843,000
Q1 2022 Apr 12, 2022	BUY	$47.75 - $51.66 $3,629 - $3,926	76 Added 0.4%	18,951 $0
Q4 2021 Feb 15, 2022	SELL	$51.25 - $51.8 $19,065 - $19,269	-372 Reduced 1.93%	18,875 $0
Q3 2021 Oct 26, 2021	BUY	$51.57 - $52.51 $992,567 - $1.01 Million	19,247 New	19,247 $993,000

Others Institutions Holding TFI

# of Institutions

321

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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