Creative Planning Spdr Nuveen Bloomberg Municipa Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Creative Planning holds 17,724 shares of TFI stock, worth $809,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,724

Previous 17,265 2.66%

Holding current value

$809,809

Previous $771,000 4.67%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$44.22 - $45.74 $20,296 - $20,994	459 Added 2.66%	17,724 $807,000
Q2 2025 Aug 08, 2025	SELL	$43.63 - $45.4 $94,371 - $98,200	-2,163 Reduced 11.13%	17,265 $771,000
Q1 2025 May 15, 2025	BUY	$44.81 - $46.22 $35,758 - $36,883	798 Added 4.28%	19,428 $875,000
Q4 2024 Feb 14, 2025	BUY	$45.38 - $46.88 $30,586 - $31,597	674 Added 3.75%	18,630 $849,000
Q3 2024 Oct 11, 2024	BUY	$45.6 - $46.83 $69,996 - $71,884	1,535 Added 9.35%	17,956 $840,000

Q2 2024 Aug 15, 2024	SELL	$45.15 - $46.21 $104,341 - $106,791	-2,311 Reduced 12.34%	16,421 $751,000
Q1 2024 May 10, 2024	BUY	$46.43 - $47.07 $198,906 - $201,647	4,284 Added 29.65%	18,732 $870,000
Q4 2023 Feb 14, 2024	SELL	$43.05 - $47.12 $248,097 - $271,552	-5,763 Reduced 28.51%	14,448 $679,000
Q3 2023 Nov 16, 2023	BUY	$43.67 - $46.49 $62,710 - $66,759	1,436 Added 7.65%	20,211 $883,000
Q2 2023 Jul 21, 2023	BUY	$45.36 - $47.24 $4,490 - $4,676	99 Added 0.53%	18,775 $866,000
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $31,825 - $33,094	701 Added 3.9%	18,676 $874,000
Q4 2022 Feb 10, 2023	BUY	$43.48 - $46.24 $20,479 - $21,779	471 Added 2.69%	17,975 $820,000
Q3 2022 Nov 03, 2022	SELL	$43.92 - $47.21 $229,921 - $247,144	-5,235 Reduced 23.02%	17,504 $770,000
Q2 2022 Aug 15, 2022	SELL	$45.07 - $47.95 $163,063 - $173,483	-3,618 Reduced 13.73%	22,739 $1.04 Million
Q1 2022 May 16, 2022	SELL	$47.75 - $51.66 $40,635 - $43,962	-851 Reduced 3.13%	26,357 $1.26 Million
Q4 2021 Feb 11, 2022	SELL	$51.25 - $51.8 $85,587 - $86,506	-1,670 Reduced 5.78%	27,208 $1.41 Million
Q3 2021 Nov 10, 2021	BUY	$51.57 - $52.51 $112,267 - $114,314	2,177 Added 8.15%	28,878 $1.49 Million
Q2 2021 Aug 04, 2021	BUY	$51.61 - $52.39 $270,384 - $274,471	5,239 Added 24.41%	26,701 $1.39 Million
Q1 2021 Apr 30, 2021	SELL	$51.39 - $52.66 $68,348 - $70,037	-1,330 Reduced 5.84%	21,462 $1.11 Million
Q4 2020 Jan 29, 2021	BUY	$51.59 - $52.53 $147,237 - $149,920	2,854 Added 14.31%	22,792 $1.2 Million
Q3 2020 Nov 05, 2020	BUY	$51.6 - $52.7 $286,638 - $292,748	5,555 Added 38.62%	19,938 $1.04 Million
Q2 2020 Jul 23, 2020	SELL	$48.59 - $51.81 $23,371 - $24,920	-481 Reduced 3.24%	14,383 $743,000
Q1 2020 May 05, 2020	SELL	$44.31 - $52.43 $65,756 - $77,806	-1,484 Reduced 9.08%	14,864 $743,000
Q4 2019 Jan 30, 2020	SELL	$50.2 - $51.05 $29,919 - $30,425	-596 Reduced 3.52%	16,348 $827,000
Q3 2019 Nov 01, 2019	BUY	$50.31 - $50.99 $27,620 - $27,993	549 Added 3.35%	16,944 $859,000
Q2 2019 Jul 26, 2019	BUY	N/A	2,300 Added 16.32%	16,395 $822,000
Q1 2019 Apr 24, 2019	BUY	N/A	4,316 Added 44.14%	14,095 $695,000
Q4 2018 Feb 01, 2019	SELL	N/A	-5,714 Reduced 36.88%	9,779 $471,000
Q3 2018 Oct 25, 2018	BUY	N/A	5,660 Added 57.56%	15,493 $736,000
Q2 2018 Jul 20, 2018	BUY	N/A	2,204 Added 28.89%	9,833 $472,000
Q1 2018 Apr 18, 2018	SELL	N/A	-2,028 Reduced 21.0%	7,629 $366,000
Q4 2017 Jan 17, 2018	BUY	N/A	1,706 Added 21.46%	9,657 $473,000
Q3 2017 Oct 17, 2017	BUY	N/A	7,951	7,951 $389,000

Others Institutions Holding TFI

# of Institutions

336

Shares Held

63.9M

Call Options Held

135K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

More about TFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Spdr Nuveen Bloomberg Municipa Transaction History