A detailed history of Cypress Financial Planning LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Cypress Financial Planning LLC holds 17,345 shares of TFI stock, worth $790,238. This represents 0.3% of its overall portfolio holdings.

Number of Shares
17,345
Previous 16,960 2.27%
Holding current value
$790,238
Previous $775,000 4.77%
% of portfolio
0.3%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$45.6 - $46.83 $17,556 - $18,029
385 Added 2.27%
17,345 $812,000
Q2 2024

Jul 16, 2024

BUY
$45.15 - $46.21 $100,819 - $103,186
2,233 Added 15.16%
16,960 $775,000
Q1 2024

Apr 12, 2024

BUY
$46.43 - $47.07 $683,774 - $693,199
14,727 New
14,727 $684,000
Q3 2023

Oct 10, 2023

BUY
$43.67 - $46.49 $125,507 - $133,612
2,874 Added 24.15%
14,774 $645,000
Q2 2023

Jul 11, 2023

BUY
$45.36 - $47.24 $181,712 - $189,243
4,006 Added 50.75%
11,900 $549,000
Q1 2023

Apr 07, 2023

BUY
$45.4 - $47.21 $48,850 - $50,797
1,076 Added 15.78%
7,894 $369,000
Q4 2022

Jan 30, 2023

BUY
$43.48 - $46.24 $5,391 - $5,733
124 Added 1.85%
6,818 $311,000
Q3 2022

Oct 13, 2022

SELL
$43.92 - $47.21 $98,951 - $106,364
-2,253 Reduced 25.18%
6,694 $294,000
Q2 2022

Jul 20, 2022

BUY
$45.07 - $47.95 $403,241 - $429,008
8,947 New
8,947 $410,000

Others Institutions Holding TFI

About SPDR NUVEEN BLOOMBERG MUNICIPA


  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
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