Focus Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Focus Wealth Advisors, LLC

$175 Million
Q2 2025

A detailed history of Focus Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 21,063 shares of TFI stock, worth $938,146. This represents 0.54% of its overall portfolio holdings.

Number of Shares

21,063

Previous 20,528 2.61%

Holding current value

$938,146

Previous $925,000 1.62%

% of portfolio

0.54%

Previous 0.56%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$43.63 - $45.4 $23,342 - $24,289	535 Added 2.61%	21,063 $940,000
Q1 2025 May 07, 2025	BUY	$44.81 - $46.22 $95,042 - $98,032	2,121 Added 11.52%	20,528 $925,000
Q4 2024 Jan 16, 2025	SELL	$45.38 - $46.88 $44,381 - $45,848	-978 Reduced 5.05%	18,407 $839,000
Q2 2024 Jul 22, 2024	BUY	$45.15 - $46.21 $31,379 - $32,115	695 Added 3.72%	19,385 $886,000
Q1 2024 Apr 11, 2024	BUY	$46.43 - $47.07 $385,461 - $390,775	8,302 Added 79.92%	18,690 $868,000
Q4 2023 Jan 11, 2024	SELL	$43.05 - $47.12 $38,615 - $42,266	-897 Reduced 7.95%	10,388 $488,000
Q3 2023 Oct 19, 2023	SELL	$43.67 - $46.49 $2,838 - $3,021	-65 Reduced 0.57%	11,285 $493,000
Q2 2023 Jul 14, 2023	SELL	$45.36 - $47.24 $1,587 - $1,653	-35 Reduced 0.31%	11,350 $523,000
Q1 2023 Apr 10, 2023	SELL	$45.4 - $47.21 $4,086 - $4,248	-90 Reduced 0.78%	11,385 $533,000
Q4 2022 Jan 23, 2023	SELL	$43.48 - $46.24 $3,260 - $3,468	-75 Reduced 0.65%	11,475 $0
Q2 2022 Jul 11, 2022	BUY	$45.07 - $47.95 $15,323 - $16,303	340 Added 3.03%	11,550 $530,000
Q1 2022 Apr 14, 2022	BUY	$47.75 - $51.66 $7,162 - $7,748	150 Added 1.36%	11,210 $537,000
Q4 2021 Jan 26, 2022	BUY	$51.25 - $51.8 $57,656 - $58,275	1,125 Added 11.32%	11,060 $572,000
Q3 2021 Oct 08, 2021	BUY	$51.57 - $52.51 $11,603 - $11,814	225 Added 2.32%	9,935 $512,000
Q2 2021 Jul 14, 2021	SELL	$51.61 - $52.39 $29,004 - $29,443	-562 Reduced 5.47%	9,710 $506,000
Q4 2020 Feb 26, 2021	BUY	$51.59 - $52.53 $529,932 - $539,588	10,272 New	10,272 $539,000

Others Institutions Holding TFI

# of Institutions

330

Shares Held

64.4M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Focus Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History