Investment Planning Advisors, Inc. Spdr Nuveen Bloomberg Municipa Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 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 8,687 shares of TFI stock, worth $394,650. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,687
Previous 8,013
8.41%
Holding current value
$394,650
Previous $375,000
5.6%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
68MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$818 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$524 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$311 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.6MShares$209 Million0.19% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$161 Million0.07% of portfolio