Juncture Wealth Strategies, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 16,371 shares of TFI stock, worth $741,933. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,371
Previous 19,116 14.36%
Holding current value
$741,933
Previous $895,000 16.65%
% of portfolio
0.28%
Previous 0.35%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$45.38 - $46.88 $124,568 - $128,685
-2,745 Reduced 14.36%
16,371 $746,000
Q3 2024

Oct 09, 2024
SELL
$45.6 - $46.83 $65,390 - $67,154
-1,434 Reduced 6.98%
19,116 $895,000
Q2 2024

Jul 11, 2024
SELL
$45.15 - $46.21 $75,084 - $76,847
-1,663 Reduced 7.49%
20,550 $940,000
Q1 2024

Apr 05, 2024
BUY
$46.43 - $47.07 $58,223 - $59,025
1,254 Added 5.98%
22,213 $1.03 Million
Q4 2023

Jan 08, 2024
BUY
$43.05 - $47.12 $115,890 - $126,847
2,692 Added 14.74%
20,959 $985,000
Q3 2023

Oct 10, 2023
BUY
$43.67 - $46.49 $60,963 - $64,900
1,396 Added 8.27%
18,267 $798,000
Q2 2023

Jul 11, 2023
BUY
$45.36 - $47.24 $387,283 - $403,335
8,538 Added 102.46%
16,871 $778,000
Q1 2023

May 05, 2023
SELL
$45.4 - $47.21 $4,267 - $4,437
-94 Reduced 1.12%
8,333 $390,000
Q4 2022

Jan 18, 2023
BUY
$43.48 - $46.24 $366,405 - $389,664
8,427 New
8,427 $0
Q2 2022

Jul 14, 2022
SELL
$45.07 - $47.95 $377,280 - $401,389
-8,371 Reduced 65.08%
4,492 $206,000
Q1 2022

Jul 14, 2022
BUY
$47.75 - $51.66 $59,401 - $64,265
1,244 Added 10.71%
12,863 $616,000
Q4 2021

Jan 19, 2022
BUY
$51.25 - $51.8 $80,411 - $81,274
1,569 Added 15.61%
11,619 $601,000
Q3 2021

Oct 15, 2021
BUY
$51.57 - $52.51 $16,038 - $16,330
311 Added 3.19%
10,050 $518,000
Q2 2021

Aug 13, 2021
BUY
$51.61 - $52.39 $92,227 - $93,620
1,787 Added 22.47%
9,739 $508,000
Q1 2021

Apr 15, 2021
BUY
$51.39 - $52.66 $18,551 - $19,010
361 Added 4.76%
7,952 $411,000
Q4 2020

Jan 25, 2021
BUY
$51.59 - $52.53 $46,327 - $47,171
898 Added 13.42%
7,591 $398,000
Q3 2020

Oct 15, 2020
BUY
$51.6 - $52.7 $121,260 - $123,845
2,350 Added 54.11%
6,693 $348,000
Q2 2020

Jul 28, 2020
BUY
$48.59 - $51.81 $211,026 - $225,010
4,343 New
4,343 $224,000
Q1 2019

Apr 09, 2019
SELL
N/A
-4,396 Closed
0 $0
Q4 2018

Jan 17, 2019
SELL
N/A
-1,291 Reduced 22.7%
4,396 $212,000
Q3 2018

Oct 03, 2018
BUY
N/A
608 Added 11.97%
5,687 $270,000
Q2 2018

Jul 13, 2018
BUY
N/A
116 Added 2.34%
5,079 $244,000
Q1 2018

Apr 25, 2018
BUY
N/A
4,963 New
4,963 $238,000

Others Institutions Holding TFI

# of Institutions
345
Shares Held
72.3M
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
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email