Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Oakwell Private Wealth Management, LLC

$484 Million
Q3 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 4,492 shares of TFI stock, worth $205,239. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,492

Previous 5,214 13.85%

Holding current value

$205,239

Previous $232,000 12.07%

% of portfolio

0.04%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$44.22 - $45.74 $31,926 - $33,024	-722 Reduced 13.85%	4,492 $204,000
Q2 2025 Aug 05, 2025	BUY	$43.63 - $45.4 $227,486 - $236,715	5,214 New	5,214 $232,000
Q3 2023 Oct 30, 2023	SELL	$43.67 - $46.49 $31,049 - $33,054	-711 Reduced 6.46%	10,299 $450,000
Q2 2023 Jul 26, 2023	BUY	$45.36 - $47.24 $56,790 - $59,144	1,252 Added 12.83%	11,010 $508,000
Q1 2023 May 04, 2023	BUY	$45.4 - $47.21 $58,974 - $61,325	1,299 Added 15.36%	9,758 $456,000

Q4 2022 Feb 01, 2023	SELL	$43.48 - $46.24 $266,836 - $283,774	-6,137 Reduced 42.05%	8,459 $385,000
Q3 2022 Oct 27, 2022	BUY	$43.92 - $47.21 $89,684 - $96,402	2,042 Added 16.27%	14,596 $642,000
Q2 2022 Aug 03, 2022	BUY	$45.07 - $47.95 $332,887 - $354,158	7,386 Added 142.92%	12,554 $576,000
Q1 2022 May 03, 2022	SELL	$47.75 - $51.66 $14,420 - $15,601	-302 Reduced 5.52%	5,168 $247,000
Q4 2021 Jan 21, 2022	SELL	$51.25 - $51.8 $14,503 - $14,659	-283 Reduced 4.92%	5,470 $283,000
Q3 2021 Oct 14, 2021	SELL	$51.57 - $52.51 $2,475 - $2,520	-48 Reduced 0.83%	5,753 $297,000
Q2 2021 Jul 29, 2021	SELL	$51.61 - $52.39 $44,384 - $45,055	-860 Reduced 12.91%	5,801 $302,000
Q1 2021 Apr 21, 2021	BUY	$51.39 - $52.66 $308 - $315	6 Added 0.09%	6,661 $344,000
Q4 2020 Feb 10, 2021	BUY	$51.59 - $52.53 $343,331 - $349,587	6,655 New	6,655 $349,000

Others Institutions Holding TFI

# of Institutions

337

Shares Held

64M

Call Options Held

135K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Oakwell Private Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History