Wealth Shield Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 55,329 shares of TFI stock, worth $2.53 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

55,329

Previous 24,114 129.45%

Holding current value

$2.53 Million

Previous $1.13 Million 123.56%

% of portfolio

0.37%

Previous 0.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$45.38 - $46.88 $1.42 Million - $1.46 Million	31,215 Added 129.45%	55,329 $2.52 Million
Q3 2024 Nov 04, 2024	SELL	$45.6 - $46.83 $23,484 - $24,117	-515 Reduced 2.09%	24,114 $1.13 Million
Q2 2024 Jul 26, 2024	SELL	$45.15 - $46.21 $19,188 - $19,639	-425 Reduced 1.7%	24,629 $1.13 Million
Q1 2024 Apr 29, 2024	SELL	$46.43 - $47.07 $1.27 Million - $1.29 Million	-27,429 Reduced 52.26%	25,054 $1.16 Million
Q4 2023 Jan 23, 2024	BUY	$43.05 - $47.12 $1.09 Million - $1.2 Million	25,398 Added 93.77%	52,483 $2.47 Million
Q3 2023 Oct 25, 2023	SELL	$43.67 - $46.49 $246,517 - $262,436	-5,645 Reduced 17.25%	27,085 $1.18 Million
Q2 2023 Aug 03, 2023	SELL	$45.36 - $47.24 $140,525 - $146,349	-3,098 Reduced 8.65%	32,730 $1.51 Million
Q1 2023 May 08, 2023	SELL	$45.4 - $47.21 $733,164 - $762,394	-16,149 Reduced 31.07%	35,828 $1.68 Million
Q4 2022 Feb 13, 2023	SELL	$43.48 - $46.24 $652,982 - $694,432	-15,018 Reduced 22.42%	51,977 $2.37 Million
Q3 2022 Nov 04, 2022	BUY	$43.92 - $47.21 $1.67 Million - $1.79 Million	37,994 Added 131.01%	66,995 $2.95 Million
Q2 2022 Aug 11, 2022	SELL	$45.07 - $47.95 $122,590 - $130,424	-2,720 Reduced 8.57%	29,001 $1.33 Million
Q1 2022 May 09, 2022	SELL	$47.75 - $51.66 $2.22 Million - $2.4 Million	-46,488 Reduced 59.44%	31,721 $1.52 Million
Q4 2021 Feb 10, 2022	BUY	$51.25 - $51.8 $3.78 Million - $3.82 Million	73,721 Added 1642.62%	78,209 $4.05 Million
Q3 2021 Nov 12, 2021	SELL	$51.57 - $52.51 $55,695 - $56,710	-1,080 Reduced 19.4%	4,488 $232,000
Q2 2021 Aug 06, 2021	BUY	$51.61 - $52.39 $235,754 - $239,317	4,568 Added 456.8%	5,568 $29,000
Q1 2021 May 17, 2021	SELL	$51.39 - $52.66 $237,319 - $243,183	-4,618 Reduced 82.2%	1,000 $52,000
Q4 2020 Feb 16, 2021	BUY	$51.59 - $52.53 $51,590 - $52,530	1,000 Added 21.65%	5,618 $294,000
Q1 2020 May 12, 2020	SELL	$44.31 - $52.43 $29,333 - $34,708	-662 Reduced 12.54%	4,618 $232,000
Q4 2019 Feb 13, 2020	SELL	$50.2 - $51.05 $29,919 - $30,425	-596 Reduced 10.14%	5,280 $267,000
Q2 2019 Aug 12, 2019	SELL	N/A	-285 Reduced 4.63%	5,876 $295,000
Q4 2018 Feb 14, 2019	BUY	N/A	285 Added 4.85%	6,161 $297,000
Q3 2018 Nov 05, 2018	SELL	N/A	-56 Reduced 0.94%	5,876 $279,000
Q1 2018 May 11, 2018	BUY	N/A	2,253 Added 61.24%	5,932 $285,000
Q4 2017 Apr 18, 2018	BUY	N/A	3,679	3,679 $180,000

Others Institutions Holding TFI

# of Institutions

344

Shares Held

72.3M

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 Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History