Integrated Wealth Concepts LLC Spdr Nuveen Bloomberg Municipa Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,257 shares of TFI stock, worth $922,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,257
Previous 20,097 0.8%
Holding current value
$922,098
Previous $919,000 3.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$45.6 - $46.83 $7,296 - $7,492
160 Added 0.8%
20,257 $948,000
Q2 2024

Aug 14, 2024
SELL
$45.15 - $46.21 $364,631 - $373,191
-8,076 Reduced 28.67%
20,097 $919,000
Q1 2024

May 15, 2024
BUY
$46.43 - $47.07 $44,479 - $45,093
958 Added 3.52%
28,173 $1.31 Million
Q4 2023

Feb 13, 2024
SELL
$43.05 - $47.12 $110,380 - $120,815
-2,564 Reduced 8.61%
27,215 $1.28 Million
Q3 2023

Nov 15, 2023
SELL
$43.67 - $46.49 $2.97 Million - $3.16 Million
-67,998 Reduced 69.54%
29,779 $1.3 Million
Q2 2023

Aug 15, 2023
SELL
$45.36 - $47.24 $33.5 Million - $34.9 Million
-739,392 Reduced 88.32%
97,777 $4.51 Million
Q1 2023

May 03, 2023
BUY
$45.4 - $47.21 $37 Million - $38.5 Million
815,954 Added 3846.12%
837,169 $39.2 Million
Q4 2022

Feb 13, 2023
SELL
$43.48 - $46.24 $90,394 - $96,132
-2,079 Reduced 8.93%
21,215 $968,000
Q3 2022

Nov 14, 2022
SELL
$43.92 - $47.21 $369,279 - $396,941
-8,408 Reduced 26.52%
23,294 $1.03 Million
Q2 2022

Aug 08, 2022
BUY
$45.07 - $47.95 $615,160 - $654,469
13,649 Added 75.61%
31,702 $1.45 Million
Q1 2022

May 12, 2022
BUY
$47.75 - $51.66 $35,955 - $38,899
753 Added 4.35%
18,053 $864,000
Q4 2021

Feb 15, 2022
BUY
$51.25 - $51.8 $610,387 - $616,938
11,910 Added 220.96%
17,300 $895,000
Q3 2021

Nov 15, 2021
BUY
$51.57 - $52.51 $2,681 - $2,730
52 Added 0.97%
5,390 $278,000
Q2 2021

Aug 13, 2021
SELL
$51.61 - $52.39 $26,269 - $26,666
-509 Reduced 8.71%
5,338 $278,000
Q1 2021

May 13, 2021
BUY
$51.39 - $52.66 $82,172 - $84,203
1,599 Added 37.64%
5,847 $302,000
Q4 2020

Feb 12, 2021
BUY
$51.59 - $52.53 $219,154 - $223,147
4,248 New
4,248 $223,000

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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