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Brophy Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Brophy Wealth Management’s Portfolio TFI Stock Details TFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$211K Buy
+4,505
New +$209K 0.08% 202

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Brophy Wealth Management's TFI Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024: 4,505 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #202 among its holdings.

302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Brophy Wealth Management held 4,505 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $211K as of Q3 2024.
  • State Street SPDR Nuveen ICE Municipal Bond ETF was a new Brophy Wealth Management position in Q3 2024.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #202 holding.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.