Forvis Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 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 18,119 shares of TFI stock, worth $814,086. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,119

Previous 19,936 9.11%

Holding current value

$814,086

Previous $933,000 11.47%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$45.38 - $46.88 $82,455 - $85,180	-1,817 Reduced 9.11%	18,119 $826,000
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

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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Forvis Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History