Forvis Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 19,936 shares of TFI stock, worth $907,486. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,936
Previous 19,839 0.49%
Holding current value
$907,486
Previous $907,000 2.87%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$45.6 - $46.83 $4,423 - $4,542
97 Added 0.49%
19,936 $933,000
Q2 2024

Aug 09, 2024
SELL
$45.15 - $46.21 $519,179 - $531,368
-11,499 Reduced 36.69%
19,839 $907,000
Q1 2024

Apr 19, 2024
SELL
$46.43 - $47.07 $3.88 Million - $3.94 Million
-83,639 Reduced 72.74%
31,338 $1.46 Million
Q4 2023

Jan 11, 2024
BUY
$43.05 - $47.12 $21,352 - $23,371
496 Added 0.43%
114,977 $5.4 Million
Q3 2023

Oct 25, 2023
BUY
$43.67 - $46.49 $48,648 - $51,789
1,114 Added 0.98%
114,481 $5 Million
Q2 2023

Aug 08, 2023
SELL
$45.36 - $47.24 $177,947 - $185,322
-3,923 Reduced 3.34%
113,367 $5.23 Million
Q1 2023

Apr 26, 2023
SELL
$45.4 - $47.21 $1.17 Million - $1.22 Million
-25,799 Reduced 18.03%
117,290 $5.49 Million
Q4 2022

Feb 02, 2023
BUY
$43.48 - $46.24 $80,524 - $85,636
1,852 Added 1.31%
143,089 $6.53 Million
Q3 2022

Oct 13, 2022
BUY
$43.92 - $47.21 $5.24 Million - $5.63 Million
119,222 Added 541.55%
141,237 $6.21 Million
Q2 2022

Jul 22, 2022
BUY
$45.07 - $47.95 $992,216 - $1.06 Million
22,015 New
22,015 $1.01 Million
Q3 2021

Oct 14, 2021
SELL
$51.57 - $52.51 $592,539 - $603,339
-11,490 Closed
0 $0
Q3 2020

Nov 05, 2020
SELL
$51.6 - $52.7 $167,184 - $170,748
-3,240 Reduced 22.0%
11,490 $597,000
Q2 2020

Jul 15, 2020
SELL
$48.59 - $51.81 $26,238 - $27,977
-540 Reduced 3.54%
14,730 $761,000
Q1 2019

Apr 10, 2019
SELL
N/A
-39,577 Reduced 72.16%
15,270 $753,000
Q4 2018

Jan 15, 2019
BUY
N/A
54,847 New
54,847 $2.64 Million

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
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