Icon Wealth Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,075 shares of TFI stock, worth $323,256. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,075
Previous 7,075 -0.0%
Holding current value
$323,256
Previous $326,000 5.21%
% of portfolio
0.04%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$45.4 - $47.21 $3,632 - $3,776
-80 Reduced 1.12%
7,075 $331,000
Q2 2022

Jul 19, 2022
BUY
$45.07 - $47.95 $3,605 - $3,836
80 Added 1.13%
7,155 $328,000
Q1 2022

Apr 19, 2022
SELL
$47.75 - $51.66 $1,098 - $1,188
-23 Reduced 0.32%
7,075 $339,000
Q4 2021

Jan 19, 2022
SELL
$51.25 - $51.8 $29,110 - $29,422
-568 Reduced 7.41%
7,098 $367,000
Q3 2021

Nov 15, 2021
SELL
$51.57 - $52.51 $51 - $52
-1 Reduced 0.01%
7,666 $395,000
Q2 2021

Jul 30, 2021
BUY
$51.61 - $52.39 $361 - $366
7 Added 0.09%
7,667 $400,000
Q1 2021

Apr 26, 2021
SELL
$51.39 - $52.66 $308 - $315
-6 Reduced 0.08%
7,660 $396,000
Q2 2020

Jul 14, 2020
BUY
$48.59 - $51.81 $1,117 - $1,191
23 Added 0.3%
7,666 $396,000
Q1 2020

Apr 17, 2020
SELL
$44.31 - $52.43 $4,342 - $5,138
-98 Reduced 1.27%
7,643 $382,000
Q4 2019

Jan 29, 2020
BUY
$50.2 - $51.05 $652 - $663
13 Added 0.17%
7,741 $392,000
Q3 2019

Oct 24, 2019
BUY
$50.31 - $50.99 $201 - $203
4 Added 0.05%
7,728 $392,000
Q1 2019

May 09, 2019
SELL
N/A
-2,990 Reduced 27.91%
7,724 $381,000
Q4 2018

Feb 14, 2019
SELL
N/A
-7,488 Reduced 41.14%
10,714 $516,000
Q3 2018

Nov 14, 2018
BUY
N/A
2,996 Added 19.7%
18,202 $864,000
Q2 2018

Aug 13, 2018
SELL
N/A
-5,791 Reduced 27.58%
15,206 $730,000
Q1 2018

May 15, 2018
SELL
N/A
-4,768 Reduced 18.51%
20,997 $1.01 Million
Q4 2017

Feb 13, 2018
BUY
N/A
25,765
25,765 $1.26 Million

Others Institutions Holding TFI

# of Institutions
335
Shares Held
64M
Call Options Held
135K
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
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email