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 $591,766. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,003

Previous 13,755 5.47%

Holding current value

$591,766

Previous $629 Million 3.24%

% of portfolio

0.15%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
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Vertex Planning Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History