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 $593,716. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,003
Previous 13,003
-0.0%
Holding current value
$593,716
Previous $609 Million
2.58%
% of portfolio
0.13%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding TFI
# of Institutions
335Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$822 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$526 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$313 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.74MShares$217 Million0.18% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.4MShares$155 Million0.06% of portfolio