FWP
TFI icon

Firethorn Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Firethorn Wealth Partners’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
2023
Q3 		– Sell
-21,721
Closed -$1M – 139
2023
Q2 		$1M Buy
21,721
+3,621
+20% +$168K 0.75% 25
2023
Q1 		$836K Sell
18,100
-1,615
-8% -$74.8K 0.65% 31
2022
Q4 		$899K Sell
19,715
-4,598
-19% -$207K 0.76% 31
2022
Q3 		$1.07M Buy
24,313
+17,016
+233% +$782K 1% 19
2022
Q2 		$344K Buy
7,297
+952
+15% +$44K 0.28% 77
2022
Q1 		$304K Buy
+6,345
New +$316K 0.23% 89
2021
Q2 		$275K Sell
5,286
-872
-14% -$45.4K 0.23% 94
2021
Q1 		$318K Buy
+6,158
New +$321K 0.3% 80

Other funds holding TFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return