Kestra Private Wealth Services, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,625 shares of TFI stock, worth $211,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,625
Previous 5,233 11.62%
Holding current value
$211,593
Previous $245,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$45.38 - $46.88 $27,591 - $28,503
-608 Reduced 11.62%
4,625 $210,000
Q3 2024

Nov 13, 2024
SELL
$45.6 - $46.83 $18,057 - $18,544
-396 Reduced 7.03%
5,233 $245,000
Q2 2024

Aug 12, 2024
SELL
$45.15 - $46.21 $1,354 - $1,386
-30 Reduced 0.53%
5,629 $257,000
Q1 2024

May 02, 2024
BUY
$46.43 - $47.07 $1,114 - $1,129
24 Added 0.43%
5,659 $263,000
Q4 2023

Feb 05, 2024
BUY
$43.05 - $47.12 $242,586 - $265,521
5,635 New
5,635 $264,000

Others Institutions Holding TFI

# of Institutions
339
Shares Held
70M
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email