Moser Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Moser Wealth Advisors, LLC

$189 Million
Q4 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 35,040 shares of TFI stock, worth $1.59 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

35,040

Previous 36,890 5.01%

Holding current value

$1.59 Million

Previous $1.73 Million 7.47%

% of portfolio

0.84%

Previous 0.91%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$45.38 - $46.88 $83,953 - $86,728	-1,850 Reduced 5.01%	35,040 $1.6 Million
Q3 2024 Nov 05, 2024	SELL	$45.6 - $46.83 $59,280 - $60,879	-1,300 Reduced 3.4%	36,890 $1.73 Million
Q2 2024 Aug 06, 2024	SELL	$45.15 - $46.21 $22,575 - $23,105	-500 Reduced 1.29%	38,190 $1.75 Million
Q4 2023 Feb 06, 2024	SELL	$43.05 - $47.12 $4,305 - $4,712	-100 Reduced 0.26%	38,690 $1.82 Million
Q3 2023 Nov 09, 2023	SELL	$43.67 - $46.49 $52,404 - $55,788	-1,200 Reduced 3.0%	38,790 $1.7 Million
Q2 2023 Aug 02, 2023	SELL	$45.36 - $47.24 $134,265 - $139,830	-2,960 Reduced 6.89%	39,990 $1.85 Million
Q4 2022 Jan 12, 2023	SELL	$43.48 - $46.24 $139,875 - $148,754	-3,217 Reduced 6.97%	42,950 $1.96 Million
Q3 2022 Nov 03, 2022	BUY	$43.92 - $47.21 $198,386 - $213,247	4,517 Added 10.85%	46,167 $2.03 Million
Q1 2022 Apr 29, 2022	SELL	$47.75 - $51.66 $7,162 - $7,748	-150 Reduced 0.36%	41,650 $1.99 Million
Q4 2021 Jan 19, 2022	SELL	$51.25 - $51.8 $46,125 - $46,620	-900 Reduced 2.11%	41,800 $2.16 Million
Q2 2021 Jul 29, 2021	BUY	$51.61 - $52.39 $216,762 - $220,038	4,200 Added 10.91%	42,700 $2.23 Million
Q1 2021 May 05, 2021	BUY	$51.39 - $52.66 $102,780 - $105,320	2,000 Added 5.48%	38,500 $1.99 Million
Q4 2020 Jan 29, 2021	BUY	$51.59 - $52.53 $141,872 - $144,457	2,750 Added 8.15%	36,500 $1.92 Million
Q3 2020 Oct 26, 2020	BUY	$51.6 - $52.7 $218,680 - $223,342	4,238 Added 14.36%	33,750 $1.75 Million
Q2 2020 Jul 22, 2020	BUY	$48.59 - $51.81 $24,295 - $25,905	500 Added 1.72%	29,512 $1.53 Million
Q1 2020 Apr 30, 2020	SELL	$44.31 - $52.43 $8,862 - $10,486	-200 Reduced 0.68%	29,012 $0
Q4 2019 Feb 12, 2020	BUY	$50.2 - $51.05 $1.47 Million - $1.49 Million	29,212 New	29,212 $1.48 Million

Others Institutions Holding TFI

# of Institutions

344

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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Moser Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History