One Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025

A detailed history of One Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, One Wealth Advisors, LLC holds 14,238 shares of TFI stock, worth $650,534. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,238
Previous 18,178 21.67%
Holding current value
$650,534
Previous $812,000 20.2%
% of portfolio
0.09%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$44.22 - $45.74 $174,226 - $180,215
-3,940 Reduced 21.67%
14,238 $648,000
Q2 2025

Jul 17, 2025
SELL
$43.63 - $45.4 $716,622 - $745,695
-16,425 Reduced 47.47%
18,178 $812,000
Q1 2025

May 06, 2025
SELL
$44.81 - $46.22 $26,393 - $27,223
-589 Reduced 1.67%
34,603 $1.56 Million
Q4 2024

Jan 24, 2025
SELL
$45.38 - $46.88 $181 - $187
-4 Reduced 0.01%
35,192 $1.61 Million
Q3 2024

Oct 16, 2024
BUY
$45.6 - $46.83 $1.6 Million - $1.65 Million
35,196 New
35,196 $1.65 Million
Q4 2023

Feb 13, 2024
SELL
$43.05 - $47.12 $166,259 - $181,977
-3,862 Reduced 9.89%
35,205 $1.65 Million
Q3 2023

Nov 01, 2023
SELL
$43.67 - $46.49 $14.6 Million - $15.6 Million
-335,373 Reduced 89.57%
39,067 $1.71 Million
Q2 2023

Aug 14, 2023
BUY
$45.36 - $47.24 $4.6 Million - $4.79 Million
101,371 Added 37.12%
374,440 $17.3 Million
Q1 2023

May 15, 2023
BUY
$45.4 - $47.21 $157,810 - $164,101
3,476 Added 1.29%
273,069 $12.8 Million
Q4 2022

Feb 14, 2023
BUY
$43.48 - $46.24 $11.7 Million - $12.5 Million
269,593 New
269,593 $12.3 Million
Q2 2022

Aug 15, 2022
SELL
$45.07 - $47.95 $808,060 - $859,695
-17,929 Reduced 14.46%
106,051 $4.86 Million
Q1 2022

May 16, 2022
BUY
$47.75 - $51.66 $1.59 Million - $1.72 Million
33,331 Added 36.77%
123,980 $5.94 Million
Q4 2021

Feb 14, 2022
BUY
$51.25 - $51.8 $975,851 - $986,323
19,041 Added 26.59%
90,649 $4.69 Million
Q3 2021

Nov 15, 2021
SELL
$51.57 - $52.51 $106,492 - $108,433
-2,065 Reduced 2.8%
71,608 $3.69 Million
Q2 2021

Aug 16, 2021
BUY
$51.61 - $52.39 $192,814 - $195,729
3,736 Added 5.34%
73,673 $3.84 Million
Q1 2021

May 17, 2021
BUY
$51.39 - $52.66 $3.59 Million - $3.68 Million
69,937 New
69,937 $3.61 Million

Others Institutions Holding TFI

# of Institutions
336
Shares Held
63.9M
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 One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, 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 One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email