Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$43.05 - $47.12 $567,269 - $620,900
13,177 New
13,177 $619,000
Q4 2022

Feb 13, 2023

BUY
$43.48 - $46.24 $853,294 - $907,460
19,625 New
19,625 $895,000
Q2 2022

Jul 12, 2022

SELL
$45.07 - $47.95 $1,983 - $2,109
-44 Reduced 0.79%
5,494 $252,000
Q1 2022

Apr 18, 2022

SELL
$47.75 - $51.66 $2,148 - $2,324
-45 Reduced 0.81%
5,538 $265,000
Q4 2021

Jan 26, 2022

BUY
$51.25 - $51.8 $286,128 - $289,199
5,583 New
5,583 $289,000

Others Institutions Holding TFI

About SPDR NUVEEN BLOOMBERG MUNICIPA


  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Consilium Wealth Advisory, LLC Portfolio

Follow Consilium Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilium Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilium Wealth Advisory, LLC with notifications on news.