Investment Planning Advisors, Inc. Spdr Nuveen Bloomberg Municipa Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 8,013 shares of TFI stock, worth $368,758. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,013
Previous 8,013
-0.0%
Holding current value
$368,758
Previous $367 Million
99.9%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding TFI
# of Institutions
319Shares Held
67.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.1MShares$787 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$530 Million0.04% of portfolio
-
Betterment LLC New York, NY6.9MShares$318 Million0.82% of portfolio
-
Northwestern Mutual Wealth Management CO4.52MShares$208 Million0.2% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.01MShares$184 Million0.08% of portfolio