Cfs Investment Advisory Services, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 23,596 shares of TFI stock, worth $1.04 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

23,596

Previous 38,672 38.98%

Holding current value

$1.04 Million

Previous $1.81 Million 40.59%

% of portfolio

0.1%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$45.38 - $46.88 $684,148 - $706,762	-15,076 Reduced 38.98%	23,596 $1.08 Million
Q3 2024 Nov 12, 2024	BUY	$45.6 - $46.83 $83,949 - $86,214	1,841 Added 5.0%	38,672 $1.81 Million
Q2 2024 Aug 13, 2024	SELL	$45.15 - $46.21 $688,537 - $704,702	-15,250 Reduced 29.28%	36,831 $1.69 Million
Q1 2024 May 15, 2024	BUY	$46.43 - $47.07 $1.4 Million - $1.42 Million	30,191 Added 137.92%	52,081 $2.42 Million
Q4 2023 Feb 13, 2024	SELL	$43.05 - $47.12 $374,147 - $409,519	-8,691 Reduced 28.42%	21,890 $1.03 Million
Q3 2023 Nov 14, 2023	SELL	$43.67 - $46.49 $284,510 - $302,882	-6,515 Reduced 17.56%	30,581 $1.34 Million
Q2 2023 Jul 21, 2023	SELL	$45.36 - $47.24 $202,623 - $211,021	-4,467 Reduced 10.75%	37,096 $1.71 Million
Q1 2023 May 05, 2023	SELL	$45.4 - $47.21 $996,076 - $1.04 Million	-21,940 Reduced 34.55%	41,563 $1.95 Million
Q4 2022 Feb 13, 2023	SELL	$43.48 - $46.24 $417,234 - $443,719	-9,596 Reduced 13.13%	63,503 $2.9 Million
Q3 2022 Nov 02, 2022	SELL	$43.92 - $47.21 $138 Million - $148 Million	-3,142,526 Reduced 97.73%	73,099 $3.22 Million
Q3 2022 Oct 31, 2022	BUY	$43.92 - $47.21 $138 Million - $149 Million	3,148,926 Added 4721.1%	3,215,625 $73,000
Q2 2022 Aug 16, 2022	SELL	$45.07 - $47.95 $162 Million - $172 Million	-3,591,764 Reduced 98.18%	66,699 $3.06 Million
Q1 2022 May 27, 2022	BUY	$47.75 - $51.66 $170 Million - $184 Million	3,568,080 Added 3947.73%	3,658,463 $76,000
Q4 2021 Feb 14, 2022	BUY	$51.25 - $51.8 $41,153 - $41,595	803 Added 0.9%	90,383 $4.54 Million
Q3 2021 Nov 19, 2021	BUY	$51.57 - $52.51 $4.62 Million - $4.7 Million	89,580 New	89,580 $4.62 Million
Q2 2021 Jul 21, 2021	SELL	$51.61 - $52.39 $4.03 Million - $4.09 Million	-78,116 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$51.59 - $52.53 $4.03 Million - $4.1 Million	78,116 New	78,116 $4.1 Million

Others Institutions Holding TFI

# of Institutions

341

Shares Held

71.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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Cfs Investment Advisory Services, LLC Spdr Nuveen Bloomberg Municipa Transaction History