Cypress Financial Planning LLC Spdr Nuveen Bloomberg Municipa Transaction History

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Cypress Financial Planning LLC holds 16,279 shares of TFI stock, worth $743,787. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,279
Previous 18,836 13.58%
Holding current value
$743,787
Previous $858,000 13.4%
% of portfolio
0.22%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$45.48 - $45.92 $116,292 - $117,417
-2,557 Reduced 13.58%
16,279 $743,000
Q3 2025

Oct 09, 2025
BUY
$44.22 - $45.74 $67,966 - $70,302
1,537 Added 8.88%
18,836 $858,000
Q2 2025

Jul 10, 2025
BUY
$43.63 - $45.4 $368,237 - $383,176
8,440 Added 95.27%
17,299 $772,000
Q4 2024

Jan 13, 2025
SELL
$45.38 - $46.88 $385,094 - $397,823
-8,486 Reduced 48.92%
8,859 $404,000
Q3 2024

Oct 07, 2024
BUY
$45.6 - $46.83 $17,556 - $18,029
385 Added 2.27%
17,345 $812,000
Q2 2024

Jul 16, 2024
BUY
$45.15 - $46.21 $100,819 - $103,186
2,233 Added 15.16%
16,960 $775,000
Q1 2024

Apr 12, 2024
BUY
$46.43 - $47.07 $683,774 - $693,199
14,727 New
14,727 $684,000
Q3 2023

Oct 10, 2023
BUY
$43.67 - $46.49 $125,507 - $133,612
2,874 Added 24.15%
14,774 $645,000
Q2 2023

Jul 11, 2023
BUY
$45.36 - $47.24 $181,712 - $189,243
4,006 Added 50.75%
11,900 $549,000
Q1 2023

Apr 07, 2023
BUY
$45.4 - $47.21 $48,850 - $50,797
1,076 Added 15.78%
7,894 $369,000
Q4 2022

Jan 30, 2023
BUY
$43.48 - $46.24 $5,391 - $5,733
124 Added 1.85%
6,818 $311,000
Q3 2022

Oct 13, 2022
SELL
$43.92 - $47.21 $98,951 - $106,364
-2,253 Reduced 25.18%
6,694 $294,000
Q2 2022

Jul 20, 2022
BUY
$45.07 - $47.95 $403,241 - $429,008
8,947 New
8,947 $410,000

Others Institutions Holding TFI

# of Institutions
342
Shares Held
64.2M
Call Options Held
135K
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email