New Edge Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

New Edge Advisors, LLC

$13.5 Billion
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$43.05 - $47.12 $3,099 - $3,392	72 New	72 $3,000
Q1 2023 May 12, 2023	SELL	$45.4 - $47.21 $76,998 - $80,068	-1,696 Reduced 70.4%	713 $33,000
Q4 2022 Feb 14, 2023	BUY	$43.48 - $46.24 $104,743 - $111,392	2,409 New	2,409 $109,000
Q1 2022 May 13, 2022	SELL	$47.75 - $51.66 $224,377 - $242,750	-4,699 Closed	0 $0
Q4 2021 Feb 17, 2022	SELL	$51.25 - $51.8 $922 - $932	-18 Reduced 0.38%	4,699 $243,000
Q3 2021 Oct 29, 2021	SELL	$51.57 - $52.51 $5,466 - $5,566	-106 Reduced 2.2%	4,717 $243,000
Q2 2021 Jul 22, 2021	BUY	$51.61 - $52.39 $51 - $52	1 Added 0.02%	4,823 $251,000
Q1 2021 Apr 26, 2021	SELL	$51.39 - $52.66 $80,836 - $82,834	-1,573 Reduced 24.6%	4,822 $249,000
Q4 2020 Jan 27, 2021	SELL	$51.59 - $52.53 $22,596 - $23,008	-438 Reduced 6.41%	6,395 $336,000
Q3 2020 Nov 03, 2020	BUY	$51.6 - $52.7 $6,398 - $6,534	124 Added 1.85%	6,833 $355,000
Q2 2020 Jul 29, 2020	BUY	$48.59 - $51.81 $3,644 - $3,885	75 Added 1.13%	6,709 $347,000
Q1 2020 May 04, 2020	BUY	$44.31 - $52.43 $66,730 - $78,959	1,506 Added 29.37%	6,634 $332,000
Q4 2019 Jan 31, 2020	SELL	$50.2 - $51.05 $4,216 - $4,288	-84 Reduced 1.61%	5,128 $259,000
Q3 2019 Nov 06, 2019	BUY	$50.31 - $50.99 $10,917 - $11,064	217 Added 4.34%	5,212 $264,000
Q1 2019 May 14, 2019	SELL	N/A	-156,515 Reduced 96.91%	4,995 $246,000
Q1 2019 May 09, 2019	BUY	N/A	156,431 Added 3079.96%	161,510 $7.7 Million
Q4 2018 Jan 29, 2019	BUY	N/A	84 Added 1.68%	5,079 $244,000
Q2 2018 Jul 19, 2018	SELL	N/A	-17 Reduced 0.34%	4,995 $827,000
Q1 2018 May 11, 2018	BUY	N/A	5,012 New	5,012 $240,000

Others Institutions Holding TFI

# of Institutions

321

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$783 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$527 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$316 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$207 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$183 Million
0.08% of portfolio

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