Cypress Financial Planning LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 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 8,859 shares of TFI stock, worth $406,628. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,859

Previous 17,345 48.92%

Holding current value

$406,628

Previous $812,000 50.25%

% of portfolio

0.15%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$45.38 - $46.88 $385,094 - $397,823	-8,486 Reduced 48.92%	8,859 $404,000
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

# of Institutions

343

Shares Held

72.2M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Cypress Financial Planning LLC Spdr Nuveen Bloomberg Municipa Transaction History