Jfs Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 326,417 shares of TFI stock, worth $14.9 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

326,417

Previous 327,996 0.48%

Holding current value

$14.9 Million

Previous $15 Million 1.87%

% of portfolio

1.03%

Previous 1.19%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$45.6 - $46.83 $72,002 - $73,944	-1,579 Reduced 0.48%	326,417 $15.3 Million
Q2 2024 Jul 15, 2024	SELL	$45.15 - $46.21 $38,829 - $39,740	-860 Reduced 0.26%	327,996 $15 Million
Q1 2024 Apr 30, 2024	BUY	$46.43 - $47.07 $462,349 - $468,723	9,958 Added 3.12%	328,856 $15.3 Million
Q4 2023 Feb 07, 2024	SELL	$43.05 - $47.12 $2.26 Million - $2.48 Million	-52,551 Reduced 14.15%	318,898 $15 Million
Q3 2023 Nov 02, 2023	SELL	$43.67 - $46.49 $588,147 - $626,127	-13,468 Reduced 3.5%	371,449 $16.2 Million
Q2 2023 Aug 07, 2023	BUY	$45.36 - $47.24 $227,026 - $236,436	5,005 Added 1.32%	384,917 $17.8 Million
Q1 2023 Apr 19, 2023	BUY	$45.4 - $47.21 $70,551 - $73,364	1,554 Added 0.41%	379,912 $17.8 Million
Q4 2022 Feb 13, 2023	BUY	$43.48 - $46.24 $9.43 Million - $10 Million	216,814 Added 134.21%	378,358 $17.3 Million
Q3 2022 Oct 21, 2022	SELL	$43.92 - $47.21 $1.43 Million - $1.54 Million	-32,574 Reduced 16.78%	161,544 $7.11 Million
Q2 2022 Aug 02, 2022	BUY	$45.07 - $47.95 $5.51 Million - $5.86 Million	122,312 Added 170.34%	194,118 $8.9 Million
Q1 2022 May 02, 2022	BUY	$47.75 - $51.66 $1.87 Million - $2.02 Million	39,128 Added 119.74%	71,806 $3.44 Million
Q4 2021 Feb 03, 2022	SELL	$51.25 - $51.8 $778,846 - $787,204	-15,197 Reduced 31.74%	32,678 $1.69 Million
Q3 2021 Nov 09, 2021	SELL	$51.57 - $52.51 $62,605 - $63,747	-1,214 Reduced 2.47%	47,875 $2.47 Million
Q2 2021 Aug 04, 2021	BUY	$51.61 - $52.39 $171,809 - $174,406	3,329 Added 7.27%	49,089 $2.56 Million
Q1 2021 Apr 28, 2021	SELL	$51.39 - $52.66 $266,302 - $272,884	-5,182 Reduced 10.17%	45,760 $2.36 Million
Q4 2020 Feb 01, 2021	SELL	$51.59 - $52.53 $201,097 - $204,761	-3,898 Reduced 7.11%	50,942 $2.67 Million
Q3 2020 Oct 28, 2020	SELL	$51.6 - $52.7 $10,784 - $11,014	-209 Reduced 0.38%	54,840 $2.85 Million
Q2 2020 Aug 05, 2020	BUY	$48.59 - $51.81 $144,798 - $154,393	2,980 Added 5.72%	55,049 $2.84 Million
Q1 2020 Apr 29, 2020	SELL	$44.31 - $52.43 $873,926 - $1.03 Million	-19,723 Reduced 27.47%	52,069 $2.6 Million
Q4 2019 Feb 03, 2020	SELL	$50.2 - $51.05 $3.08 Million - $3.13 Million	-61,255 Reduced 46.04%	71,792 $3.63 Million
Q3 2019 Oct 31, 2019	SELL	$50.31 - $50.99 $73,402 - $74,394	-1,459 Reduced 1.08%	133,047 $6.74 Million
Q2 2019 Aug 06, 2019	BUY	N/A	74 Added 0.06%	134,506 $6.74 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-84,318 Reduced 38.55%	134,432 $6.63 Million
Q4 2018 Jan 28, 2019	BUY	N/A	218,750 New	218,750 $10.5 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

More about TFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History