W Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

W Advisors, LLC

$161 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$45.36 - $47.24 $41,640 - $43,366	918 Added 10.07%	10,036 $463,000
Q1 2023 Aug 07, 2023	SELL	$45.4 - $47.21 $42,993 - $44,707	-947 Reduced 9.44%	9,089 $425,000
Q4 2022 Feb 06, 2023	SELL	$43.48 - $46.24 $19,174 - $20,391	-441 Reduced 4.61%	9,118 $415,000
Q3 2022 Oct 24, 2022	SELL	$43.92 - $47.21 $2.53 Million - $2.72 Million	-57,705 Reduced 85.79%	9,559 $421,000
Q2 2022 Aug 26, 2022	BUY	$45.07 - $47.95 $1.15 Million - $1.22 Million	25,458 Added 60.9%	67,264 $3.09 Million
Q1 2022 Aug 26, 2022	BUY	$47.75 - $51.66 $1.74 Million - $1.88 Million	36,439 Added 678.95%	41,806 $2 Million
Q4 2021 Aug 15, 2022	BUY	$51.25 - $51.8 $275,058 - $278,010	5,367 New	5,367 $278,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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