Wealthcare Capital Management LLC Spdr Nuveen Bloomberg Municipa Transaction History

Wealthcare Capital Management LLC

  • $978 Million
  • Q3 2024

A detailed history of Wealthcare Capital Management LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 157,169 shares of TFI stock, worth $7.25 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
157,169
Previous 191,110 17.76%
Holding current value
$7.25 Million
Previous $8.74 Million 15.82%
% of portfolio
0.75%
Previous 0.95%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$45.6 - $46.83 $1.55 Million - $1.59 Million
-33,941 Reduced 17.76%
157,169 $7.36 Million
Q2 2024

Aug 09, 2024
SELL
$45.15 - $46.21 $26,638 - $27,263
-590 Reduced 0.31%
191,110 $8.74 Million
Q1 2024

Apr 15, 2024
SELL
$46.43 - $47.07 $588,918 - $597,035
-12,684 Reduced 6.21%
191,700 $8.91 Million
Q4 2023

Feb 08, 2024
BUY
$43.05 - $47.12 $8.8 Million - $9.63 Million
204,384 New
204,384 $9.61 Million
Q4 2022

Feb 14, 2023
SELL
$43.48 - $46.24 $6.41 Million - $6.82 Million
-147,524 Reduced 83.41%
29,347 $1.34 Million
Q3 2022

Nov 14, 2022
BUY
$43.92 - $47.21 $4.65 Million - $5 Million
105,896 Added 149.2%
176,871 $7.78 Million
Q2 2022

Aug 12, 2022
BUY
$45.07 - $47.95 $602,270 - $640,755
13,363 Added 23.19%
70,975 $3.26 Million
Q1 2022

Apr 12, 2022
BUY
$47.75 - $51.66 $1.97 Million - $2.13 Million
41,183 Added 250.67%
57,612 $2.76 Million
Q4 2021

Feb 11, 2022
BUY
$51.25 - $51.8 $841,986 - $851,022
16,429 New
16,429 $850,000
Q2 2021

Aug 16, 2021
SELL
$51.61 - $52.39 $65,957 - $66,954
-1,278 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$51.39 - $52.66 $65,676 - $67,299
1,278 New
1,278 $66,000
Q2 2020

Jul 29, 2020
SELL
$48.59 - $51.81 $49,999 - $53,312
-1,029 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$44.31 - $52.43 $126,239 - $149,373
-2,849 Reduced 73.47%
1,029 $51,000
Q4 2019

Jan 29, 2020
SELL
$50.2 - $51.05 $109,335 - $111,186
-2,178 Reduced 35.96%
3,878 $196,000
Q3 2019

Oct 17, 2019
SELL
$50.31 - $50.99 $8,955 - $9,076
-178 Reduced 2.86%
6,056 $307,000
Q4 2018

Feb 14, 2019
SELL
N/A
-118,547 Reduced 95.0%
6,234 $300,000
Q3 2018

Nov 14, 2018
SELL
N/A
-80,260 Reduced 39.14%
124,781 $5.93 Million
Q2 2018

Aug 14, 2018
BUY
N/A
915 Added 0.45%
205,041 $9.84 Million
Q1 2018

May 15, 2018
BUY
N/A
13,707 Added 7.2%
204,126 $9.8 Million
Q4 2017

Feb 14, 2018
BUY
N/A
6,798 Added 3.7%
190,419 $9.33 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-20,115 Reduced 9.87%
183,621 $8.98 Million
Q2 2017

Aug 22, 2017
BUY
N/A
154,712 Added 315.58%
203,736 $9.92 Million
Q1 2016

Sep 20, 2017
BUY
N/A
49,024
49,024 $2.42 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

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Wealthcare Capital Management LLC Portfolio

Follow Wealthcare Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email