Jfg Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Jfg Wealth Management, LLC

$364 Million
Q3 2024

A detailed history of Jfg Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 6,298 shares of TFI stock, worth $292,542. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,298

Previous 6,360 0.97%

Holding current value

$292,542

Previous $290,000 1.38%

% of portfolio

0.08%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$45.6 - $46.83 $2,827 - $2,903	-62 Reduced 0.97%	6,298 $294,000
Q2 2024 Aug 01, 2024	SELL	$45.15 - $46.21 $449,152 - $459,697	-9,948 Reduced 61.0%	6,360 $290,000
Q1 2024 May 10, 2024	SELL	$46.43 - $47.07 $162,830 - $165,074	-3,507 Reduced 17.7%	16,308 $757,000
Q4 2023 Feb 06, 2024	BUY	$43.05 - $47.12 $619,317 - $677,868	14,386 Added 264.98%	19,815 $931,000
Q3 2023 Nov 07, 2023	BUY	$43.67 - $46.49 $698 - $743	16 Added 0.3%	5,429 $237,000
Q2 2023 Jul 31, 2023	SELL	$45.36 - $47.24 $125,511 - $130,713	-2,767 Reduced 33.83%	5,413 $249,000
Q1 2023 May 09, 2023	BUY	$45.4 - $47.21 $371,372 - $386,177	8,180 New	8,180 $382,000
Q3 2022 Nov 10, 2022	BUY	$43.92 - $47.21 $16.5 Million - $17.8 Million	376,782 Added 8514.85%	381,207 $16.8 Million
Q2 2022 Aug 11, 2022	SELL	$45.07 - $47.95 $58,365 - $62,095	-1,295 Reduced 22.64%	4,425 $202,000
Q1 2022 May 06, 2022	SELL	$47.75 - $51.66 $332,196 - $359,398	-6,957 Reduced 54.88%	5,720 $274,000
Q4 2021 Feb 11, 2022	SELL	$51.25 - $51.8 $321,798 - $325,252	-6,279 Reduced 33.12%	12,677 $656,000
Q3 2021 Nov 15, 2021	BUY	$51.57 - $52.51 $5,724 - $5,828	111 Added 0.59%	18,956 $977,000
Q2 2021 Aug 12, 2021	BUY	$51.61 - $52.39 $703,547 - $714,180	13,632 Added 261.5%	18,845 $982,000
Q1 2021 May 12, 2021	BUY	$51.39 - $52.66 $44,914 - $46,024	874 Added 20.14%	5,213 $269,000
Q4 2020 Feb 03, 2021	BUY	$51.59 - $52.53 $34,410 - $35,037	667 Added 18.16%	4,339 $227,000
Q3 2020 Nov 03, 2020	BUY	$51.6 - $52.7 $189,475 - $193,514	3,672 New	3,672 $0
Q1 2019 May 14, 2019	SELL	N/A	-66,722 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	66,722 New	66,722 $3.21 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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