Wealthsource Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Wealthsource Partners, LLC holds 20,953 shares of TFI stock, worth $931,151. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,953

Previous 56,903 63.18%

Holding current value

$931,151

Previous $2.49 Million 60.42%

% of portfolio

0.06%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$43.05 - $47.12 $1.55 Million - $1.69 Million	-35,950 Reduced 63.18%	20,953 $984,000
Q3 2023 Nov 09, 2023	SELL	$43.67 - $46.49 $4.54 Million - $4.84 Million	-104,068 Reduced 64.65%	56,903 $2.49 Million
Q2 2023 Aug 14, 2023	BUY	$45.36 - $47.24 $1.76 Million - $1.83 Million	38,810 Added 31.77%	160,971 $7.43 Million
Q1 2023 May 15, 2023	SELL	$45.4 - $47.21 $194,266 - $202,011	-4,279 Reduced 3.38%	122,161 $5.72 Million
Q4 2022 Feb 09, 2023	BUY	$43.48 - $46.24 $1.48 Million - $1.57 Million	34,061 Added 36.87%	126,440 $5.77 Million
Q3 2022 Nov 14, 2022	BUY	$43.92 - $47.21 $1.43 Million - $1.53 Million	32,513 Added 54.31%	92,379 $4.06 Million
Q2 2022 Aug 10, 2022	SELL	$45.07 - $47.95 $545,932 - $580,818	-12,113 Reduced 16.83%	59,866 $2.75 Million
Q1 2022 May 09, 2022	BUY	$47.75 - $51.66 $1.14 Million - $1.23 Million	23,771 Added 49.31%	71,979 $3.45 Million
Q4 2021 Feb 14, 2022	SELL	$51.25 - $51.8 $351,472 - $355,244	-6,858 Reduced 12.45%	48,208 $2.49 Million
Q3 2021 Nov 18, 2021	BUY	$51.57 - $52.51 $289,307 - $294,581	5,610 Added 11.34%	55,066 $2.84 Million
Q2 2021 Nov 18, 2021	SELL	$51.61 - $52.39 $2,528 - $2,567	-49 Reduced 0.1%	49,456 $2.58 Million
Q1 2021 Jun 21, 2021	BUY	$51.39 - $52.66 $2.34 Million - $2.4 Million	45,624 Added 1175.57%	49,505 $2.56 Million
Q4 2020 Feb 12, 2021	BUY	$51.59 - $52.53 $200,220 - $203,868	3,881 New	3,881 $204,000

Others Institutions Holding TFI

# of Institutions

339

Shares Held

64.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Wealthsource Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History