Peterson Wealth Management Spdr Nuveen Bloomberg Municipa Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$43.67 - $46.49 $2,227 - $2,370	51 Added 0.62%	8,257 $360,000
Q2 2023 Aug 17, 2023	BUY	$45.36 - $47.24 $8,935 - $9,306	197 Added 2.46%	8,206 $378,000
Q1 2023 Aug 17, 2023	SELL	$45.4 - $47.21 $48,532 - $50,467	-1,069 Reduced 11.78%	8,009 $374,000
Q4 2022 Feb 07, 2023	SELL	$43.48 - $46.24 $28,783 - $30,610	-662 Reduced 6.8%	9,078 $414,000
Q3 2022 Oct 13, 2022	BUY	$43.92 - $47.21 $614 - $660	14 Added 0.14%	9,740 $428,000
Q2 2022 Aug 03, 2022	SELL	$45.07 - $47.95 $229,361 - $244,017	-5,089 Reduced 34.35%	9,726 $446,000
Q1 2022 Apr 26, 2022	SELL	$47.75 - $51.66 $108,058 - $116,906	-2,263 Reduced 13.25%	14,815 $709,000
Q4 2021 Feb 09, 2022	BUY	$51.25 - $51.8 $96,401 - $97,435	1,881 Added 12.38%	17,078 $883,000
Q3 2021 Nov 12, 2021	BUY	$51.57 - $52.51 $41,771 - $42,533	810 Added 5.63%	15,197 $784,000
Q2 2021 Aug 03, 2021	BUY	$51.61 - $52.39 $28,488 - $28,919	552 Added 3.99%	14,387 $750,000
Q1 2021 Apr 19, 2021	BUY	$51.39 - $52.66 $132,329 - $135,599	2,575 Added 22.87%	13,835 $715,000
Q4 2020 Mar 10, 2021	SELL	$51.59 - $52.53 $4,436 - $4,517	-86 Reduced 0.76%	11,260 $591,000
Q3 2020 Nov 03, 2020	BUY	$51.6 - $52.7 $12,177 - $12,437	236 Added 2.12%	11,346 $589,000
Q2 2020 Jul 22, 2020	BUY	$48.59 - $51.81 $26,530 - $28,288	546 Added 5.17%	11,110 $574,000
Q1 2020 Apr 23, 2020	BUY	$44.31 - $52.43 $1,417 - $1,677	32 Added 0.3%	10,564 $528,000
Q4 2019 Jan 17, 2020	BUY	$50.2 - $51.05 $528,706 - $537,658	10,532 New	10,532 $539,000

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

$839 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$537 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$319 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

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