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

Congress 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 		– Sell
-4,724
Closed -$216K – 869
2024
Q2 		$216K Buy
+4,724
New +$216K ﹤0.01% 691

Other funds holding TFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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

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

Congress Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2024, closing a stake of 4,724 shares — an estimated $216K sold.

Congress Wealth Management first reported a position in TFI in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 302 funds tracked by Wall St. Rank hold TFI as of Q3 2024.

  • Congress Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 4,724 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2024, an estimated $216K.
  • Congress Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Congress Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $216K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.