Fsa Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Fsa Wealth Management LLC

$250 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$43.05 - $47.12 $2,023 - $2,214	47 New	47 $2,000
Q4 2022 Feb 13, 2023	SELL	$43.48 - $46.24 $138,135 - $146,904	-3,177 Reduced 21.1%	11,880 $541,000
Q3 2022 Nov 09, 2022	SELL	$43.92 - $47.21 $15,328 - $16,476	-349 Reduced 2.27%	15,057 $662,000
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $2.7 Million - $2.87 Million	-59,926 Reduced 79.55%	15,406 $706,000
Q4 2021 Feb 14, 2022	SELL	$51.25 - $51.8 $350,703 - $354,467	-6,843 Reduced 8.33%	75,332 $3.9 Million
Q3 2021 Nov 15, 2021	SELL	$51.57 - $52.51 $45,742 - $46,576	-887 Reduced 1.07%	82,175 $4.24 Million
Q2 2021 Aug 13, 2021	SELL	$51.61 - $52.39 $28,437 - $28,866	-551 Reduced 0.66%	83,062 $4.33 Million
Q1 2021 May 17, 2021	SELL	$51.39 - $52.66 $2,929 - $3,001	-57 Reduced 0.07%	83,613 $4.32 Million
Q4 2020 Feb 11, 2021	SELL	$51.59 - $52.53 $9,956 - $10,138	-193 Reduced 0.23%	83,670 $4.39 Million
Q3 2020 Nov 13, 2020	SELL	$51.6 - $52.7 $112,952 - $115,360	-2,189 Reduced 2.54%	83,863 $4.36 Million
Q2 2020 Aug 14, 2020	SELL	$48.59 - $51.81 $24,635 - $26,267	-507 Reduced 0.59%	86,052 $4.45 Million
Q1 2020 May 15, 2020	SELL	$44.31 - $52.43 $66,952 - $79,221	-1,511 Reduced 1.72%	86,559 $4.33 Million
Q4 2019 Feb 21, 2020	BUY	$50.2 - $51.05 $4.42 Million - $4.5 Million	88,070 New	88,070 $4.46 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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