Liberty Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$51.25 - $51.8 $9,378 - $9,479	-183 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$51.57 - $52.51 $5,208 - $5,303	-101 Reduced 35.56%	183 $9,000
Q2 2021 Aug 13, 2021	SELL	$51.61 - $52.39 $749,119 - $760,440	-14,515 Reduced 98.08%	284 $15,000
Q2 2021 Aug 13, 2021	BUY	$51.61 - $52.39 $754,486 - $765,889	14,619 Added 8121.67%	14,799 $284,000
Q4 2020 Feb 09, 2021	BUY	$51.59 - $52.53 $51 - $52	1 Added 0.56%	180 $9,000
Q3 2020 Nov 05, 2020	BUY	$51.6 - $52.7 $9,236 - $9,433	179 New	179 $9,000
Q2 2020 Aug 04, 2020	SELL	$48.59 - $51.81 $157,723 - $168,175	-3,246 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$44.31 - $52.43 $1,816 - $2,149	-41 Reduced 1.25%	3,246 $162,000
Q3 2019 Oct 30, 2019	BUY	$50.31 - $50.99 $163,306 - $165,513	3,246 Added 7917.07%	3,287 $167,000
Q2 2019 Jul 30, 2019	BUY	N/A	41 New	41 $2,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$831 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$532 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$316 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$164 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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