Vertex Planning Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 13,972 shares of TFI stock, worth $643,829. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,972
Previous 13,304
5.02%
Holding current value
$643,829
Previous $625 Million
3.86%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding TFI
# of Institutions
311Shares Held
69.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.8MShares$772 Million0.07% of portfolio
-
Morgan Stanley New York, NY12.3MShares$567 Million0.05% of portfolio
-
Betterment LLC New York, NY7.04MShares$324 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO4.28MShares$197 Million0.2% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.07MShares$187 Million0.09% of portfolio