Ritholtz Wealth Management Spdr Nuveen Bloomberg Municipa Transaction History

Ritholtz Wealth Management

$3.28 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 18, 2023	SELL	$43.48 - $46.24 $971,430 - $1.03 Million	-22,342 Reduced 62.43%	13,447 $0
Q3 2022 Oct 18, 2022	SELL	$43.92 - $47.21 $2.42 Million - $2.61 Million	-55,205 Reduced 60.67%	35,789 $1.57 Million
Q2 2022 Jul 15, 2022	SELL	$45.07 - $47.95 $19.2 Million - $20.4 Million	-426,276 Reduced 82.41%	90,994 $4.17 Million
Q1 2022 Apr 14, 2022	BUY	$47.75 - $51.66 $114,027 - $123,364	2,388 Added 0.46%	517,270 $24.8 Million
Q4 2021 Jan 18, 2022	SELL	$51.25 - $51.8 $1.8 Million - $1.82 Million	-35,172 Reduced 6.39%	514,882 $26.6 Million
Q3 2021 Oct 14, 2021	BUY	$51.57 - $52.51 $3.67 Million - $3.74 Million	71,228 Added 14.88%	550,054 $28.4 Million
Q2 2021 Jul 20, 2021	BUY	$51.61 - $52.39 $286,951 - $291,288	5,560 Added 1.17%	478,826 $25 Million
Q1 2021 May 12, 2021	SELL	$51.39 - $52.66 $951,742 - $975,263	-18,520 Reduced 3.77%	473,266 $24.4 Million
Q4 2020 Jan 19, 2021	SELL	$51.59 - $52.53 $144,761 - $147,399	-2,806 Reduced 0.57%	491,786 $25.8 Million
Q3 2020 Oct 23, 2020	SELL	$51.6 - $52.7 $257,896 - $263,394	-4,998 Reduced 1.0%	494,592 $25.7 Million
Q2 2020 Jul 15, 2020	SELL	$48.59 - $51.81 $2.72 Million - $2.9 Million	-56,050 Reduced 10.09%	499,590 $25.8 Million
Q1 2020 Apr 09, 2020	SELL	$44.31 - $52.43 $2.24 Million - $2.65 Million	-50,533 Reduced 8.34%	555,640 $27.8 Million
Q4 2019 Jan 17, 2020	BUY	$50.2 - $51.05 $1.75 Million - $1.78 Million	34,957 Added 6.12%	606,173 $30.7 Million
Q3 2019 Oct 17, 2019	BUY	$50.31 - $50.99 $950,255 - $963,099	18,888 Added 3.42%	571,216 $29 Million
Q2 2019 Jul 15, 2019	BUY	N/A	55,343 Added 11.14%	552,328 $27.7 Million
Q1 2019 Apr 12, 2019	BUY	N/A	393,861 Added 381.93%	496,985 $24.5 Million
Q4 2018 Jan 18, 2019	SELL	N/A	-270,858 Reduced 72.43%	103,124 $4.96 Million
Q3 2018 Oct 12, 2018	BUY	N/A	16,392 Added 4.58%	373,982 $17.8 Million
Q2 2018 Jul 12, 2018	BUY	N/A	3,902 Added 1.1%	357,590 $17.2 Million
Q1 2018 Apr 17, 2018	BUY	N/A	121,080 Added 52.05%	353,688 $17 Million
Q4 2017 Jan 23, 2018	SELL	N/A	-4,696 Reduced 1.98%	232,608 $11.4 Million
Q3 2017 Oct 17, 2017	BUY	N/A	237,304	237,304 $11.6 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

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

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

More about TFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account