Wealth Management Resources, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 11,243 shares of TFI stock, worth $511,781. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,243

Previous 11,237 0.05%

Holding current value

$511,781

Previous $514,000 2.33%

% of portfolio

0.21%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$45.6 - $46.83 $273 - $280	6 Added 0.05%	11,243 $526,000
Q2 2024 Jul 17, 2024	SELL	$45.15 - $46.21 $309,367 - $316,630	-6,852 Reduced 37.88%	11,237 $514,000
Q1 2024 Apr 19, 2024	SELL	$46.43 - $47.07 $2,321 - $2,353	-50 Reduced 0.28%	18,089 $840,000
Q4 2023 Jan 19, 2024	BUY	$43.05 - $47.12 $40,467 - $44,292	940 Added 5.47%	18,139 $852,000
Q3 2023 Oct 24, 2023	BUY	$43.67 - $46.49 $70,527 - $75,081	1,615 Added 10.36%	17,199 $751,000
Q2 2023 Jul 11, 2023	BUY	$45.36 - $47.24 $706,890 - $736,188	15,584 New	15,584 $719,000
Q1 2022 Apr 20, 2022	SELL	$47.75 - $51.66 $572,856 - $619,765	-11,997 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$51.25 - $51.8 $614,846 - $621,444	11,997 New	11,997 $620,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

More about TFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Spdr Nuveen Bloomberg Municipa Transaction History