Vertex Planning Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 13,003 shares of TFI stock, worth $597,487. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,003
Previous 13,003
-0.0%
Holding current value
$597,487
Previous $609 Million
2.58%
% of portfolio
0.13%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding TFI
# of Institutions
344Shares Held
72.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19MShares$874 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.7MShares$628 Million0.04% of portfolio
-
Betterment LLC New York, NY7.09MShares$326 Million0.78% of portfolio
-
Northwestern Mutual Wealth Management CO4.74MShares$218 Million0.18% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.4MShares$156 Million0.06% of portfolio