Valmark Advisers, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
SELL
$45.36 - $47.24 $18,144 - $18,896
-400 Reduced 6.23%
6,016 $277,000
Q1 2023

May 01, 2023
SELL
$45.4 - $47.21 $48,078 - $49,995
-1,059 Reduced 14.17%
6,416 $300,000
Q4 2022

Feb 06, 2023
SELL
$43.48 - $46.24 $94,221 - $100,202
-2,167 Reduced 22.47%
7,475 $341,000
Q3 2022

Nov 02, 2022
BUY
$43.92 - $47.21 $2,459 - $2,643
56 Added 0.58%
9,642 $424,000
Q2 2022

Aug 01, 2022
SELL
$45.07 - $47.95 $29,836 - $31,742
-662 Reduced 6.46%
9,586 $440,000
Q1 2022

May 10, 2022
BUY
$47.75 - $51.66 $8,308 - $8,988
174 Added 1.73%
10,248 $491,000
Q4 2021

Feb 02, 2022
BUY
$51.25 - $51.8 $55,965 - $56,565
1,092 Added 12.16%
10,074 $521,000
Q3 2021

Nov 09, 2021
BUY
$51.57 - $52.51 $928 - $945
18 Added 0.2%
8,982 $463,000
Q2 2021

Aug 06, 2021
SELL
$51.61 - $52.39 $57,958 - $58,833
-1,123 Reduced 11.13%
8,964 $467,000
Q1 2021

May 04, 2021
BUY
$51.39 - $52.66 $16,239 - $16,640
316 Added 3.23%
10,087 $521,000
Q4 2020

Feb 03, 2021
SELL
$51.59 - $52.53 $27,961 - $28,471
-542 Reduced 5.26%
9,771 $513,000
Q3 2020

Nov 09, 2020
SELL
$51.6 - $52.7 $77,296 - $78,944
-1,498 Reduced 12.68%
10,313 $536,000
Q2 2020

Jul 31, 2020
SELL
$48.59 - $51.81 $92,126 - $98,231
-1,896 Reduced 13.83%
11,811 $610,000
Q1 2020

May 01, 2020
SELL
$44.31 - $52.43 $42,670 - $50,490
-963 Reduced 6.56%
13,707 $685,000
Q4 2019

Jan 31, 2020
SELL
$50.2 - $51.05 $119,727 - $121,754
-2,385 Reduced 13.98%
14,670 $742,000
Q3 2019

Nov 06, 2019
SELL
$50.31 - $50.99 $6,238 - $6,322
-124 Reduced 0.72%
17,055 $865,000
Q1 2019

May 10, 2019
SELL
N/A
-6,169 Reduced 26.42%
17,179 $847,000
Q4 2018

Feb 07, 2019
SELL
N/A
-988 Reduced 4.06%
23,348 $1.12 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-4,449 Reduced 15.46%
24,336 $1.16 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-570 Reduced 1.94%
28,785 $1.38 Million
Q1 2018

May 07, 2018
SELL
N/A
-1,330 Reduced 4.33%
29,355 $1.41 Million
Q4 2017

Feb 09, 2018
BUY
N/A
3,832 Added 14.27%
30,685 $1.5 Million
Q3 2017

Nov 06, 2017
BUY
N/A
26,853
26,853 $1.31 Million

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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