Creative Planning Spdr Nuveen Bloomberg Municipa Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Creative Planning holds 17,956 shares of TFI stock, worth $821,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,956

Previous 16,421 9.35%

Holding current value

$821,307

Previous $751,000 11.85%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$45.6 - $46.83 $69,996 - $71,884	1,535 Added 9.35%	17,956 $840,000
Q2 2024 Aug 15, 2024	SELL	$45.15 - $46.21 $104,341 - $106,791	-2,311 Reduced 12.34%	16,421 $751,000
Q1 2024 May 10, 2024	BUY	$46.43 - $47.07 $198,906 - $201,647	4,284 Added 29.65%	18,732 $870,000
Q4 2023 Feb 14, 2024	SELL	$43.05 - $47.12 $248,097 - $271,552	-5,763 Reduced 28.51%	14,448 $679,000
Q3 2023 Nov 16, 2023	BUY	$43.67 - $46.49 $62,710 - $66,759	1,436 Added 7.65%	20,211 $883,000
Q2 2023 Jul 21, 2023	BUY	$45.36 - $47.24 $4,490 - $4,676	99 Added 0.53%	18,775 $866,000
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $31,825 - $33,094	701 Added 3.9%	18,676 $874,000
Q4 2022 Feb 10, 2023	BUY	$43.48 - $46.24 $20,479 - $21,779	471 Added 2.69%	17,975 $820,000
Q3 2022 Nov 03, 2022	SELL	$43.92 - $47.21 $229,921 - $247,144	-5,235 Reduced 23.02%	17,504 $770,000
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $163,063 - $173,483	-3,618 Reduced 13.73%	22,739 $1.04 Million
Q1 2022 May 16, 2022	SELL	$47.75 - $51.66 $40,635 - $43,962	-851 Reduced 3.13%	26,357 $1.26 Million
Q4 2021 Feb 11, 2022	SELL	$51.25 - $51.8 $85,587 - $86,506	-1,670 Reduced 5.78%	27,208 $1.41 Million
Q3 2021 Nov 10, 2021	BUY	$51.57 - $52.51 $112,267 - $114,314	2,177 Added 8.15%	28,878 $1.49 Million
Q2 2021 Aug 04, 2021	BUY	$51.61 - $52.39 $270,384 - $274,471	5,239 Added 24.41%	26,701 $1.39 Million
Q1 2021 Apr 30, 2021	SELL	$51.39 - $52.66 $68,348 - $70,037	-1,330 Reduced 5.84%	21,462 $1.11 Million
Q4 2020 Jan 29, 2021	BUY	$51.59 - $52.53 $147,237 - $149,920	2,854 Added 14.31%	22,792 $1.2 Million
Q3 2020 Nov 05, 2020	BUY	$51.6 - $52.7 $286,638 - $292,748	5,555 Added 38.62%	19,938 $1.04 Million
Q2 2020 Jul 23, 2020	SELL	$48.59 - $51.81 $23,371 - $24,920	-481 Reduced 3.24%	14,383 $743,000
Q1 2020 May 05, 2020	SELL	$44.31 - $52.43 $65,756 - $77,806	-1,484 Reduced 9.08%	14,864 $743,000
Q4 2019 Jan 30, 2020	SELL	$50.2 - $51.05 $29,919 - $30,425	-596 Reduced 3.52%	16,348 $827,000
Q3 2019 Nov 01, 2019	BUY	$50.31 - $50.99 $27,620 - $27,993	549 Added 3.35%	16,944 $859,000
Q2 2019 Jul 26, 2019	BUY	N/A	2,300 Added 16.32%	16,395 $822,000
Q1 2019 Apr 24, 2019	BUY	N/A	4,316 Added 44.14%	14,095 $695,000
Q4 2018 Feb 01, 2019	SELL	N/A	-5,714 Reduced 36.88%	9,779 $471,000
Q3 2018 Oct 25, 2018	BUY	N/A	5,660 Added 57.56%	15,493 $736,000
Q2 2018 Jul 20, 2018	BUY	N/A	2,204 Added 28.89%	9,833 $472,000
Q1 2018 Apr 18, 2018	SELL	N/A	-2,028 Reduced 21.0%	7,629 $366,000
Q4 2017 Jan 17, 2018	BUY	N/A	1,706 Added 21.46%	9,657 $473,000
Q3 2017 Oct 17, 2017	BUY	N/A	7,951	7,951 $389,000

Others Institutions Holding TFI

# of Institutions

322

Shares Held

67.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Creative Planning Spdr Nuveen Bloomberg Municipa Transaction History