Sax Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 30,999 shares of TFI stock, worth $1.42 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
30,999
Previous 14,645 111.67%
Holding current value
$1.42 Million
Previous $667,000 112.29%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$45.48 - $45.92 $743,779 - $750,975
16,354 Added 111.67%
30,999 $1.42 Million
Q3 2025

Oct 20, 2025
BUY
$44.22 - $45.74 $11,276 - $11,663
255 Added 1.77%
14,645 $667,000
Q2 2025

Jul 23, 2025
BUY
$43.63 - $45.4 $627,835 - $653,306
14,390 New
14,390 $642,000

Others Institutions Holding TFI

# of Institutions
343
Shares Held
64.3M
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
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