Cypress Financial Planning LLC Spdr Nuveen Bloomberg Municipa Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 2024
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
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$820 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$525 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$312 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.6MShares$210 Million0.19% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$162 Million0.07% of portfolio