Steel Peak Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 60,028 shares of TFI stock, worth $2.77 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

60,028

Previous 62,515 3.98%

Holding current value

$2.77 Million

Previous $2.86 Million 1.71%

% of portfolio

0.13%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$45.6 - $46.83 $113,407 - $116,466	-2,487 Reduced 3.98%	60,028 $2.81 Million
Q2 2024 Jul 16, 2024	SELL	$45.15 - $46.21 $429,692 - $439,780	-9,517 Reduced 13.21%	62,515 $2.86 Million
Q1 2024 Apr 17, 2024	BUY	$46.43 - $47.07 $2.08 Million - $2.11 Million	44,786 Added 164.38%	72,032 $3.35 Million
Q4 2023 Jan 23, 2024	SELL	$43.05 - $47.12 $2.17 Million - $2.38 Million	-50,501 Reduced 64.96%	27,246 $1.28 Million
Q3 2023 Nov 02, 2023	SELL	$43.67 - $46.49 $367,963 - $391,724	-8,426 Reduced 9.78%	77,747 $3.4 Million
Q2 2023 Aug 02, 2023	BUY	$45.36 - $47.24 $77,973 - $81,205	1,719 Added 2.04%	86,173 $3.98 Million
Q1 2023 May 05, 2023	BUY	$45.4 - $47.21 $2.34 Million - $2.44 Million	51,638 Added 157.36%	84,454 $3.95 Million
Q4 2022 Jan 25, 2023	SELL	$43.48 - $46.24 $958,690 - $1.02 Million	-22,049 Reduced 40.19%	32,816 $0
Q3 2022 Oct 26, 2022	SELL	$43.92 - $47.21 $719,848 - $773,771	-16,390 Reduced 23.0%	54,865 $2.41 Million
Q2 2022 Aug 02, 2022	BUY	$45.07 - $47.95 $194,972 - $207,431	4,326 Added 6.46%	71,255 $3.27 Million
Q1 2022 May 10, 2022	SELL	$47.75 - $51.66 $54,005 - $58,427	-1,131 Reduced 1.66%	66,929 $3.21 Million
Q4 2021 Jan 31, 2022	BUY	$51.25 - $51.8 $798,270 - $806,836	15,576 Added 29.68%	68,060 $3.52 Million
Q3 2021 Nov 15, 2021	BUY	$51.57 - $52.51 $38,832 - $39,540	753 Added 1.46%	52,484 $2.71 Million
Q2 2021 Aug 13, 2021	BUY	$51.61 - $52.39 $28,591 - $29,024	554 Added 1.08%	51,731 $2.7 Million
Q1 2021 May 18, 2021	SELL	$51.39 - $52.66 $1,695 - $1,737	-33 Reduced 0.06%	51,177 $2.64 Million
Q4 2020 Feb 04, 2021	BUY	$51.59 - $52.53 $22,390 - $22,798	434 Added 0.85%	51,210 $2.69 Million
Q3 2020 Oct 26, 2020	BUY	$51.6 - $52.7 $355,111 - $362,681	6,882 Added 15.68%	50,776 $2.64 Million
Q2 2020 Jul 21, 2020	BUY	$48.59 - $51.81 $509,854 - $543,642	10,493 Added 31.42%	43,894 $2.27 Million
Q1 2020 Apr 16, 2020	BUY	$44.31 - $52.43 $102,887 - $121,742	2,322 Added 7.47%	33,401 $1.67 Million
Q4 2019 Feb 06, 2020	BUY	$50.2 - $51.05 $1.56 Million - $1.59 Million	31,079 New	31,079 $1.57 Million

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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Steel Peak Wealth Management LLC Spdr Nuveen Bloomberg Municipa Transaction History