Wealth Alliance Spdr Nuveen Bloomberg Municipa Transaction History

Wealth Alliance

$818 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$45.36 - $47.24 $635,040 - $661,360	14,000 Added 44.04%	45,788 $2.11 Million
Q1 2023 May 10, 2023	BUY	$45.4 - $47.21 $14,709 - $15,296	324 Added 1.03%	31,788 $1.49 Million
Q4 2022 Feb 13, 2023	SELL	$43.48 - $46.24 $17,392 - $18,496	-400 Reduced 1.26%	31,464 $1.44 Million
Q3 2022 Nov 14, 2022	BUY	$43.92 - $47.21 $87,312 - $93,853	1,988 Added 6.65%	31,864 $1.4 Million
Q2 2022 Aug 15, 2022	BUY	$45.07 - $47.95 $267,625 - $284,727	5,938 Added 24.81%	29,876 $1.37 Million
Q1 2022 May 10, 2022	BUY	$47.75 - $51.66 $320,116 - $346,328	6,704 Added 38.9%	23,938 $1.15 Million
Q4 2021 Feb 14, 2022	BUY	$51.25 - $51.8 $124,281 - $125,615	2,425 Added 16.38%	17,234 $892,000
Q3 2021 Nov 12, 2021	SELL	$51.57 - $52.51 $71,476 - $72,778	-1,386 Reduced 8.56%	14,809 $764,000
Q2 2021 Aug 16, 2021	BUY	$51.61 - $52.39 $79,169 - $80,366	1,534 Added 10.46%	16,195 $844,000
Q1 2021 May 18, 2021	BUY	$51.39 - $52.66 $753,428 - $772,048	14,661 New	14,661 $757,000

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$777 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$522 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$313 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$205 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$182 Million
0.08% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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