Icon Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,566 shares of TFI stock, worth $210,629. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,566
Previous 7,943 42.52%
Holding current value
$210,629
Previous $363,000 41.32%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$45.6 - $46.83 $153,991 - $158,144
3,377 Added 73.96%
7,943 $371,000
Q3 2024

Nov 12, 2024
SELL
$45.6 - $46.83 $153,991 - $158,144
-3,377 Reduced 42.52%
4,566 $213,000
Q4 2023

Feb 14, 2024
BUY
$43.05 - $47.12 $37,367 - $40,900
868 Added 12.27%
7,943 $373,000
Q3 2022

Jan 25, 2023
BUY
$43.92 - $47.21 $310,734 - $334,010
7,075 New
7,075 $311,000

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
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