Investment Planning Advisors, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 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 7,302 shares of TFI stock, worth $333,628. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,302
Previous 8,835 17.35%
Holding current value
$333,628
Previous $394,000 15.74%
% of portfolio
0.12%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$44.22 - $45.74 $67,789 - $70,119
-1,533 Reduced 17.35%
7,302 $332,000
Q2 2025

Jul 21, 2025
SELL
$43.63 - $45.4 $27,225 - $28,329
-624 Reduced 6.6%
8,835 $394,000
Q1 2025

Apr 22, 2025
BUY
$44.81 - $46.22 $34,593 - $35,681
772 Added 8.89%
9,459 $426,000
Q4 2024

Jan 22, 2025
BUY
$45.38 - $46.88 $30,586 - $31,597
674 Added 8.41%
8,687 $396,000
Q2 2024

Jul 22, 2024
BUY
$45.15 - $46.21 $361,786 - $370,280
8,013 New
8,013 $367 Million

Others Institutions Holding TFI

# of Institutions
336
Shares Held
63.9M
Call Options Held
135K
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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