Cornerstone Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cornerstone Wealth Management, LLC

$1.44 Billion
Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 48,252 shares of TFI stock, worth $2.19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

48,252

Previous 48,260 0.02%

Holding current value

$2.19 Million

Previous $2.26 Million 2.61%

% of portfolio

0.15%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$45.38 - $46.88 $363 - $375	-8 Reduced 0.02%	48,252 $2.2 Million
Q3 2024 Oct 16, 2024	SELL	$45.6 - $46.83 $369,542 - $379,510	-8,104 Reduced 14.38%	48,260 $2.26 Million
Q2 2024 Jul 16, 2024	SELL	$45.15 - $46.21 $25,735 - $26,339	-570 Reduced 1.0%	56,364 $2.58 Million
Q4 2023 Jan 10, 2024	BUY	$43.05 - $47.12 $2.2 Million - $2.41 Million	51,158 Added 885.7%	56,934 $2.68 Million
Q3 2023 Nov 06, 2023	SELL	$43.67 - $46.49 $68,911 - $73,361	-1,578 Reduced 21.46%	5,776 $252,000
Q2 2023 Jul 14, 2023	SELL	$45.36 - $47.24 $1.06 Million - $1.1 Million	-23,301 Reduced 76.01%	7,354 $339,000
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $986,496 - $1.03 Million	21,729 Added 243.43%	30,655 $1.44 Million
Q3 2022 Oct 14, 2022	BUY	$43.92 - $47.21 $56,744 - $60,995	1,292 Added 16.92%	8,926 $393,000
Q2 2022 Aug 04, 2022	BUY	$45.07 - $47.95 $344,064 - $366,050	7,634 New	7,634 $350,000

Others Institutions Holding TFI

# of Institutions

345

Shares Held

72.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Cornerstone Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History