Investment Planning Advisors, Inc. Spdr Nuveen Bloomberg Municipa Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 9,459 shares of TFI stock, worth $422,628. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,459
Previous 8,687
8.89%
Holding current value
$422,628
Previous $396,000
7.58%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding TFI
# of Institutions
338Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19MShares$850 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.7MShares$610 Million0.04% of portfolio
-
Betterment LLC New York, NY7.09MShares$317 Million0.78% of portfolio
-
Northwestern Mutual Wealth Management CO4.74MShares$212 Million0.18% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.4MShares$152 Million0.06% of portfolio