One Ascent Financial Services LLC Spdr Nuveen Bloomberg Municipa Transaction History

One Ascent Financial Services LLC

  • $718 Million
  • Q2 2024

A detailed history of One Ascent Financial Services LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,130 shares of TFI stock, worth $417,606. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,130
Previous 12,212 25.24%
Holding current value
$417,606
Previous $568,000 26.41%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$45.15 - $46.21 $139,152 - $142,419
-3,082 Reduced 25.24%
9,130 $418,000
Q1 2024

Apr 16, 2024
SELL
$46.43 - $47.07 $19,361 - $19,628
-417 Reduced 3.3%
12,212 $568,000
Q4 2023

Jan 11, 2024
BUY
$43.05 - $47.12 $543,678 - $595,078
12,629 New
12,629 $594,000

Others Institutions Holding TFI

# of Institutions
322
Shares Held
67.3M
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 One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email