Steward Partners Investment Advisory, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,804 shares of TFI stock, worth $717,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,804
Previous 14,818 6.65%
Holding current value
$717,343
Previous $688,000 5.09%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$45.15 - $46.21 $44,517 - $45,563
986 Added 6.65%
15,804 $723,000
Q1 2024

May 15, 2024
BUY
$46.43 - $47.07 $505,761 - $512,733
10,893 Added 277.53%
14,818 $688,000
Q4 2023

Feb 12, 2024
BUY
$43.05 - $47.12 $38,745 - $42,408
900 Added 29.75%
3,925 $184,000
Q3 2023

Nov 13, 2023
BUY
$43.67 - $46.49 $126,643 - $134,821
2,900 Added 2320.0%
3,025 $132,000
Q2 2023

Aug 14, 2023
SELL
$45.36 - $47.24 $181 - $188
-4 Reduced 3.1%
125 $5,000
Q1 2023

May 15, 2023
BUY
$45.4 - $47.21 $181 - $188
4 Added 3.2%
129 $6,000
Q3 2022

Nov 10, 2022
SELL
$43.92 - $47.21 $5,358 - $5,759
-122 Reduced 49.39%
125 $5,000
Q2 2022

Aug 04, 2022
BUY
$45.07 - $47.95 $5,498 - $5,849
122 Added 97.6%
247 $11,000
Q1 2022

May 02, 2022
BUY
$47.75 - $51.66 $2,626 - $2,841
55 Added 78.57%
125 $6,000
Q4 2021

Feb 08, 2022
SELL
$51.25 - $51.8 $3,126 - $3,159
-61 Reduced 46.56%
70 $4,000
Q3 2021

Nov 12, 2021
SELL
$51.57 - $52.51 $12,531 - $12,759
-243 Reduced 64.97%
131 $7,000
Q2 2021

Aug 13, 2021
BUY
$51.61 - $52.39 $6,812 - $6,915
132 Added 54.55%
374 $19,000
Q1 2021

May 14, 2021
SELL
$51.39 - $52.66 $51 - $52
-1 Reduced 0.41%
242 $0
Q4 2020

Feb 11, 2021
BUY
$51.59 - $52.53 $103 - $105
2 Added 0.83%
243 $13,000
Q3 2020

Oct 30, 2020
BUY
$51.6 - $52.7 $51 - $52
1 Added 0.42%
241 $13,000
Q2 2020

Aug 06, 2020
BUY
$48.59 - $51.81 $48 - $51
1 Added 0.42%
240 $12,000
Q1 2020

Apr 29, 2020
BUY
$44.31 - $52.43 $44 - $52
1 Added 0.42%
239 $11,000
Q4 2019

Jan 17, 2020
BUY
$50.2 - $51.05 $11,947 - $12,149
238 New
238 $12,000
Q4 2018

Jan 15, 2019
SELL
N/A
-29 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-37 Reduced 56.06%
29 $1,000
Q2 2018

Jul 20, 2018
BUY
N/A
7 Added 11.86%
66 $3,000
Q1 2018

Apr 20, 2018
SELL
N/A
-1,833 Reduced 96.88%
59 $2,000
Q4 2017

Jan 19, 2018
BUY
N/A
1,892
1,892 $92,000

Others Institutions Holding TFI

# of Institutions
316
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
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More about TFI
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