Vertex Planning Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,614 shares of TFI stock, worth $393,573. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,614
Previous 13,003 33.75%
Holding current value
$393,573
Previous $581 Million 32.42%
% of portfolio
0.08%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$44.22 - $45.74 $194,081 - $200,752
-4,389 Reduced 33.75%
8,614 $393 Million
Q3 2024

Nov 07, 2024
SELL
$45.6 - $46.83 $34,291 - $35,216
-752 Reduced 5.47%
13,003 $609 Million
Q2 2024

Aug 13, 2024
SELL
$45.15 - $46.21 $9,797 - $10,027
-217 Reduced 1.55%
13,755 $629 Million
Q1 2024

May 13, 2024
BUY
$46.43 - $47.07 $31,015 - $31,442
668 Added 5.02%
13,972 $649 Million
Q3 2023

Nov 14, 2023
BUY
$43.67 - $46.49 $32,839 - $34,960
752 Added 5.99%
13,304 $581 Million
Q4 2022

Feb 06, 2023
BUY
$43.48 - $46.24 $545,760 - $580,404
12,552 New
12,552 $573 Million

Others Institutions Holding TFI

# of Institutions
336
Shares Held
63.9M
Call Options Held
135K
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

TFI Quotes by TradingView
  • Ticker TFI
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