Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 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 180,856 shares of TFI stock, worth $8.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

180,856

Previous 195,198 7.35%

Holding current value

$8.27 Million

Previous $9.07 Million 8.8%

% of portfolio

0.11%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

322

Shares Held

67.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History