Iht Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,550 shares of TFI stock, worth $573,409. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,550

Previous 21,495 41.61%

Holding current value

$573,409

Previous $1.01 Million 43.14%

% of portfolio

0.02%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$45.38 - $46.88 $405,924 - $419,341	-8,945 Reduced 41.61%	12,550 $572,000
Q3 2024 Nov 14, 2024	BUY	$45.6 - $46.83 $134,292 - $137,914	2,945 Added 15.88%	21,495 $1.01 Million
Q2 2024 Aug 14, 2024	SELL	$45.15 - $46.21 $336,864 - $344,772	-7,461 Reduced 28.68%	18,550 $848,000
Q1 2024 May 15, 2024	BUY	$46.43 - $47.07 $56,412 - $57,190	1,215 Added 4.9%	26,011 $1.21 Million
Q4 2023 Feb 14, 2024	SELL	$43.05 - $47.12 $4.24 Million - $4.64 Million	-98,493 Reduced 79.89%	24,796 $1.17 Million
Q3 2023 Nov 14, 2023	BUY	$43.67 - $46.49 $154,111 - $164,063	3,529 Added 2.95%	123,289 $5.39 Million
Q2 2023 Aug 14, 2023	SELL	$45.36 - $47.24 $19,278 - $20,077	-425 Reduced 0.35%	119,760 $5.53 Million
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $4.48 Million - $4.66 Million	98,745 Added 460.56%	120,185 $5.63 Million
Q4 2022 Feb 14, 2023	BUY	$43.48 - $46.24 $585,979 - $623,176	13,477 Added 169.25%	21,440 $978,000
Q3 2022 Nov 22, 2022	BUY	$43.92 - $47.21 $126,357 - $135,823	2,877 Added 56.57%	7,963 $350,000
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $263,073 - $279,884	-5,837 Reduced 53.44%	5,086 $233,000
Q1 2022 May 16, 2022	SELL	$47.75 - $51.66 $359,127 - $388,534	-7,521 Reduced 40.78%	10,923 $523,000
Q4 2021 Feb 14, 2022	BUY	$51.25 - $51.8 $10,301 - $10,411	201 Added 1.1%	18,444 $954,000
Q3 2021 Nov 15, 2021	BUY	$51.57 - $52.51 $19,080 - $19,428	370 Added 2.07%	18,243 $941,000
Q2 2021 Aug 16, 2021	BUY	$51.61 - $52.39 $56,512 - $57,367	1,095 Added 6.53%	17,873 $931,000
Q1 2021 May 18, 2021	BUY	$51.39 - $52.66 $142,196 - $145,710	2,767 Added 19.75%	16,778 $867,000
Q4 2020 Feb 17, 2021	BUY	$51.59 - $52.53 $74,702 - $76,063	1,448 Added 11.53%	14,011 $735,000
Q3 2020 Nov 19, 2020	BUY	$51.6 - $52.7 $138,752 - $141,710	2,689 Added 27.23%	12,563 $652,000
Q2 2020 Aug 14, 2020	SELL	$48.59 - $51.81 $81,242 - $86,626	-1,672 Reduced 14.48%	9,874 $510,000
Q1 2020 May 13, 2020	SELL	$44.31 - $52.43 $32,833 - $38,850	-741 Reduced 6.03%	11,546 $577,000
Q4 2019 Feb 18, 2020	BUY	$50.2 - $51.05 $616,807 - $627,251	12,287 New	12,287 $621,000
Q2 2018 Aug 13, 2018	SELL	N/A	-2,599 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	2,299 Added 766.33%	2,599 $125,000
Q3 2017 Nov 14, 2017	BUY	N/A	300	300 $15,000

Others Institutions Holding TFI

# of Institutions

344

Shares Held

72.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Iht Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History