Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 179,333 shares of TFI stock, worth $8.33 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

179,333

Previous 180,856 0.84%

Holding current value

$8.33 Million

Previous $8.27 Million 1.5%

% of portfolio

0.09%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$45.6 - $46.83 $69,448 - $71,322	-1,523 Reduced 0.84%	179,333 $8.4 Million
Q2 2024 Aug 08, 2024	SELL	$45.15 - $46.21 $647,541 - $662,743	-14,342 Reduced 7.35%	180,856 $8.27 Million
Q1 2024 May 06, 2024	SELL	$46.43 - $47.07 $419,309 - $425,089	-9,031 Reduced 4.42%	195,198 $9.07 Million
Q4 2023 Feb 06, 2024	SELL	$43.05 - $47.12 $717,169 - $784,972	-16,659 Reduced 7.54%	204,229 $9.6 Million
Q3 2023 Nov 06, 2023	SELL	$43.67 - $46.49 $168,085 - $178,940	-3,849 Reduced 1.71%	220,888 $9.65 Million
Q2 2023 Jul 31, 2023	SELL	$45.36 - $47.24 $286,176 - $298,037	-6,309 Reduced 2.73%	224,737 $10.4 Million
Q1 2023 May 09, 2023	BUY	$45.4 - $47.21 $383,403 - $398,688	8,445 Added 3.79%	231,046 $10.8 Million
Q4 2022 Feb 13, 2023	BUY	$43.48 - $46.24 $1.59 Million - $1.69 Million	36,532 Added 19.63%	222,601 $10.2 Million
Q3 2022 Nov 14, 2022	BUY	$43.92 - $47.21 $1.3 Million - $1.4 Million	29,612 Added 18.93%	186,069 $8.19 Million
Q2 2022 Aug 09, 2022	BUY	$45.07 - $47.95 $3.01 Million - $3.21 Million	66,887 Added 74.68%	156,457 $7.18 Million
Q1 2022 May 09, 2022	BUY	$47.75 - $51.66 $2.91 Million - $3.14 Million	60,864 Added 212.03%	89,570 $4.29 Million
Q4 2021 Feb 14, 2022	SELL	$51.25 - $51.8 $19,167 - $19,373	-374 Reduced 1.29%	28,706 $1.49 Million
Q3 2021 Nov 15, 2021	SELL	$51.57 - $52.51 $120,673 - $122,873	-2,340 Reduced 7.45%	29,080 $1.5 Million
Q2 2021 Aug 13, 2021	SELL	$51.61 - $52.39 $205,872 - $208,983	-3,989 Reduced 11.27%	31,420 $1.64 Million
Q1 2021 May 17, 2021	BUY	$51.39 - $52.66 $168,867 - $173,040	3,286 Added 10.23%	35,409 $1.83 Million
Q4 2020 Feb 16, 2021	SELL	$51.59 - $52.53 $116,387 - $118,507	-2,256 Reduced 6.56%	32,123 $1.69 Million
Q3 2020 Nov 16, 2020	BUY	$51.6 - $52.7 $31,837 - $32,515	617 Added 1.83%	34,379 $1.79 Million
Q2 2020 Aug 14, 2020	SELL	$48.59 - $51.81 $182,698 - $194,805	-3,760 Reduced 10.02%	33,762 $1.74 Million
Q1 2020 May 12, 2020	BUY	$44.31 - $52.43 $1.66 Million - $1.97 Million	37,522 New	37,522 $1.88 Million
Q1 2019 May 08, 2019	SELL	N/A	-574 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	574 New	574 $28,000

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History