Juncture Wealth Strategies, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

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 17,049 shares of TFI stock, worth $757,657. This represents 0.3% of its overall portfolio holdings.

Number of Shares

17,049

Previous 16,371 4.14%

Holding current value

$757,657

Previous $746,000 2.68%

% of portfolio

0.3%

Previous 0.28%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$44.81 - $46.22 $30,381 - $31,337	678 Added 4.14%	17,049 $766,000
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

339

Shares Held

64.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
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Juncture Wealth Strategies, LLC Spdr Nuveen Bloomberg Municipa Transaction History