Sequoia Financial Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 22,747 shares of TFI stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,747

Previous 22,669 0.34%

Holding current value

$1.03 Million

Previous $1.04 Million 2.7%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$45.6 - $46.83 $3,556 - $3,652	78 Added 0.34%	22,747 $1.07 Million
Q2 2024 Jul 15, 2024	BUY	$45.15 - $46.21 $3,431 - $3,511	76 Added 0.34%	22,669 $1.04 Million
Q1 2024 Apr 30, 2024	BUY	$46.43 - $47.07 $2,228 - $2,259	48 Added 0.21%	22,593 $1.05 Million
Q4 2023 Jan 25, 2024	SELL	$43.05 - $47.12 $62,465 - $68,371	-1,451 Reduced 6.05%	22,545 $1.06 Million
Q3 2023 Nov 08, 2023	SELL	$43.67 - $46.49 $70,483 - $75,034	-1,614 Reduced 6.3%	23,996 $1.05 Million
Q2 2023 Aug 08, 2023	SELL	$45.36 - $47.24 $203,530 - $211,965	-4,487 Reduced 14.91%	25,610 $1.18 Million
Q1 2023 Apr 24, 2023	SELL	$45.4 - $47.21 $65.6 Million - $68.2 Million	-1,444,607 Reduced 97.96%	30,097 $1.41 Million
Q4 2022 Feb 10, 2023	SELL	$43.48 - $46.24 $34,262 - $36,437	-788 Reduced 0.05%	1,474,704 $67.3 Million
Q4 2022 Jan 17, 2023	BUY	$43.48 - $46.24 $58.7 Million - $62.4 Million	1,349,271 Added 1068.98%	1,475,492 $0
Q3 2022 Oct 26, 2022	BUY	$43.92 - $47.21 $3.94 Million - $4.24 Million	89,771 Added 246.29%	126,221 $5.55 Million
Q2 2022 Jul 22, 2022	SELL	$45.07 - $47.95 $207,727 - $221,001	-4,609 Reduced 11.23%	36,450 $1.67 Million
Q1 2022 May 13, 2022	SELL	$47.75 - $51.66 $327,994 - $354,852	-6,869 Reduced 14.33%	41,059 $1.97 Million
Q4 2021 Feb 11, 2022	BUY	$51.25 - $51.8 $1.35 Million - $1.36 Million	26,347 Added 122.08%	47,928 $2.48 Million
Q3 2021 Oct 26, 2021	SELL	$51.57 - $52.51 $1.33 Million - $1.36 Million	-25,807 Reduced 54.46%	21,581 $1.11 Million
Q2 2021 Jul 27, 2021	SELL	$51.61 - $52.39 $1.82 Million - $1.85 Million	-35,358 Reduced 42.73%	47,388 $2.47 Million
Q1 2021 May 14, 2021	SELL	$51.39 - $52.66 $97,743 - $100,159	-1,902 Reduced 2.25%	82,746 $4.28 Million
Q4 2020 Feb 12, 2021	BUY	$51.59 - $52.53 $229,523 - $233,705	4,449 Added 5.55%	84,648 $4.44 Million
Q3 2020 Oct 23, 2020	BUY	$51.6 - $52.7 $156,812 - $160,155	3,039 Added 3.94%	80,199 $4.17 Million
Q2 2020 Aug 25, 2020	BUY	$48.59 - $51.81 $3.75 Million - $4 Million	77,160 New	77,160 $3.99 Million
Q2 2020 Aug 11, 2020	SELL	$48.59 - $51.81 $3.47 Million - $3.69 Million	-71,313 Closed	0 $3.99 Million
Q1 2020 May 11, 2020	SELL	$44.31 - $52.43 $117,554 - $139,096	-2,653 Reduced 3.59%	71,313 $3.57 Million
Q4 2019 Feb 13, 2020	BUY	$50.2 - $51.05 $893,760 - $908,894	17,804 Added 31.7%	73,966 $3.74 Million
Q3 2019 Oct 22, 2019	BUY	$50.31 - $50.99 $108,367 - $109,832	2,154 Added 3.99%	56,162 $2.85 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-455 Reduced 0.84%	54,008 $2.71 Million
Q1 2019 May 13, 2019	BUY	N/A	8,521 Added 18.55%	54,463 $2.68 Million
Q4 2018 Feb 14, 2019	BUY	N/A	8,787 Added 23.65%	45,942 $2.21 Million
Q3 2018 Nov 14, 2018	BUY	N/A	683 Added 1.87%	37,155 $1.76 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,321 Reduced 3.5%	36,472 $1.75 Million
Q1 2018 May 14, 2018	SELL	N/A	-1,485 Reduced 3.78%	37,793 $1.82 Million
Q4 2017 Feb 13, 2018	BUY	N/A	3,087 Added 8.53%	39,278 $1.92 Million
Q3 2017 Nov 13, 2017	BUY	N/A	2,016 Added 5.9%	36,191 $1.77 Million
Q2 2017 Aug 09, 2017	BUY	N/A	34,175	34,175 $1.66 Million

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.5M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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Sequoia Financial Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History