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 $364,751. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,013
Previous 8,013
-0.0%
Holding current value
$364,751
Previous $367 Million
99.9%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$820 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$525 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$312 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.6MShares$209 Million0.19% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$162 Million0.07% of portfolio