Planned Solutions, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Planned Solutions, Inc. holds 75 shares of TFI stock, worth $3,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,417

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$45.6 - $46.83 $3,420 - $3,512	75 New	75 $3,000
Q4 2023 Jan 17, 2024	BUY	$43.05 - $47.12 $7,103 - $7,774	165 New	165 $7,000
Q1 2021 Apr 29, 2021	SELL	$51.39 - $52.66 $1,695 - $1,737	-33 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$51.59 - $52.53 $1,650 - $1,680	-32 Reduced 49.23%	33 $2,000
Q3 2020 Nov 06, 2020	BUY	$51.6 - $52.7 $3,354 - $3,425	65 New	65 $3,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

18M
Shares

$820 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$525 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$210 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Planned Solutions, Inc. Spdr Nuveen Bloomberg Municipa Transaction History