Paulson Wealth Management Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	SELL	$43.92 - $47.21 $546,276 - $587,197	-12,438 Reduced 69.51%	5,457 $240,000
Q4 2021 Jan 28, 2022	SELL	$51.25 - $51.8 $70,417 - $71,173	-1,374 Reduced 7.13%	17,895 $926,000
Q1 2021 Apr 30, 2021	SELL	$51.39 - $52.66 $4,933 - $5,055	-96 Reduced 0.5%	19,269 $1.01 Million
Q2 2020 Jul 17, 2020	SELL	$48.59 - $51.81 $14,674 - $15,646	-302 Reduced 1.54%	19,365 $1 Million
Q1 2020 Apr 29, 2020	SELL	$44.31 - $52.43 $45,639 - $54,002	-1,030 Reduced 4.98%	19,667 $1 Million
Q4 2019 Jan 21, 2020	SELL	$50.2 - $51.05 $54,015 - $54,929	-1,076 Reduced 4.94%	20,697 $1.06 Million
Q3 2019 Oct 30, 2019	SELL	$50.31 - $50.99 $352 - $356	-7 Reduced 0.03%	21,773 $1.1 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-3 Reduced 0.01%	21,780 $1.1 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-1,449 Reduced 6.24%	21,783 $1.07 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-306 Reduced 1.3%	23,232 $1.12 Million
Q3 2018 Oct 26, 2018	BUY	N/A	906 Added 4.0%	23,538 $1.11 Million
Q2 2018 Aug 01, 2018	SELL	N/A	-2,340 Reduced 9.37%	22,632 $1.09 Million
Q1 2018 May 02, 2018	SELL	N/A	-1,621 Reduced 6.1%	24,972 $1.2 Million
Q4 2017 Mar 01, 2018	BUY	N/A	26,593	26,593 $1.3 Million

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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