Cypress Financial Planning LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cypress Financial Planning LLC

  • $302 Million
  • Q2 2025

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 17,299 shares of TFI stock, worth $770,670. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,299
Previous 8,859 95.27%
Holding current value
$770,670
Previous $398,000 93.97%
% of portfolio
0.26%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$43.63 - $45.4 $368,237 - $383,176
8,440 Added 95.27%
17,299 $772,000
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
340
Shares Held
64.6M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
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