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 $975,990. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,953

Previous 56,903 63.18%

Holding current value

$975,990

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

319

Shares Held

67.3M

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account

Wealthsource Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History