Prospera Financial Services Inc Spdr Nuveen Bloomberg Municipa Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$43.48 - $46.24 $2,217 - $2,358	51 Added 1.05%	4,910 $223,000
Q3 2022 Oct 27, 2022	BUY	$43.92 - $47.21 $213,407 - $229,393	4,859 New	4,859 $213,000
Q2 2022 Aug 08, 2022	SELL	$45.07 - $47.95 $6.26 Million - $6.66 Million	-138,902 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$47.75 - $51.66 $6.44 Million - $6.96 Million	134,816 Added 3299.46%	138,902 $6.65 Million
Q4 2021 Feb 10, 2022	BUY	$51.25 - $51.8 $922 - $932	18 Added 0.44%	4,086 $211,000
Q3 2021 Nov 12, 2021	SELL	$51.57 - $52.51 $9,334 - $9,504	-181 Reduced 4.26%	4,068 $210,000
Q2 2021 Aug 12, 2021	BUY	$51.61 - $52.39 $722 - $733	14 Added 0.33%	4,249 $221,000
Q1 2021 May 06, 2021	BUY	$51.39 - $52.66 $217,636 - $223,015	4,235 New	4,235 $218,000

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

$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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