One Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

One Wealth Advisors, LLC

$662 Million
Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, One Wealth Advisors, LLC holds 35,192 shares of TFI stock, worth $1.58 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

35,192

Previous 35,196 0.01%

Holding current value

$1.58 Million

Previous $1.65 Million 2.61%

% of portfolio

0.24%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$45.38 - $46.88 $181 - $187	-4 Reduced 0.01%	35,192 $1.61 Million
Q3 2024 Oct 16, 2024	BUY	$45.6 - $46.83 $1.6 Million - $1.65 Million	35,196 New	35,196 $1.65 Million
Q4 2023 Feb 13, 2024	SELL	$43.05 - $47.12 $166,259 - $181,977	-3,862 Reduced 9.89%	35,205 $1.65 Million
Q3 2023 Nov 01, 2023	SELL	$43.67 - $46.49 $14.6 Million - $15.6 Million	-335,373 Reduced 89.57%	39,067 $1.71 Million
Q2 2023 Aug 14, 2023	BUY	$45.36 - $47.24 $4.6 Million - $4.79 Million	101,371 Added 37.12%	374,440 $17.3 Million
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $157,810 - $164,101	3,476 Added 1.29%	273,069 $12.8 Million
Q4 2022 Feb 14, 2023	BUY	$43.48 - $46.24 $11.7 Million - $12.5 Million	269,593 New	269,593 $12.3 Million
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $808,060 - $859,695	-17,929 Reduced 14.46%	106,051 $4.86 Million
Q1 2022 May 16, 2022	BUY	$47.75 - $51.66 $1.59 Million - $1.72 Million	33,331 Added 36.77%	123,980 $5.94 Million
Q4 2021 Feb 14, 2022	BUY	$51.25 - $51.8 $975,851 - $986,323	19,041 Added 26.59%	90,649 $4.69 Million
Q3 2021 Nov 15, 2021	SELL	$51.57 - $52.51 $106,492 - $108,433	-2,065 Reduced 2.8%	71,608 $3.69 Million
Q2 2021 Aug 16, 2021	BUY	$51.61 - $52.39 $192,814 - $195,729	3,736 Added 5.34%	73,673 $3.84 Million
Q1 2021 May 17, 2021	BUY	$51.39 - $52.66 $3.59 Million - $3.68 Million	69,937 New	69,937 $3.61 Million

Others Institutions Holding TFI

# of Institutions

346

Shares Held

72.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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One Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History