Vertex Planning Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 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 $598,658. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,003
Previous 13,755 5.47%
Holding current value
$598,658
Previous $629 Million 3.24%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$45.6 - $46.83 $34,291 - $35,216
-752 Reduced 5.47%
13,003 $609 Million
Q2 2024

Aug 13, 2024
SELL
$45.15 - $46.21 $9,797 - $10,027
-217 Reduced 1.55%
13,755 $629 Million
Q1 2024

May 13, 2024
BUY
$46.43 - $47.07 $31,015 - $31,442
668 Added 5.02%
13,972 $649 Million
Q3 2023

Nov 14, 2023
BUY
$43.67 - $46.49 $32,839 - $34,960
752 Added 5.99%
13,304 $581 Million
Q4 2022

Feb 06, 2023
BUY
$43.48 - $46.24 $545,760 - $580,404
12,552 New
12,552 $573 Million

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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