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McGlone Suttner Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

McGlone Suttner Wealth Management’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-216
Closed -$6.63K – 710
2023
Q4 		$6.63K Buy
+216
New +$5.99K ﹤0.01% 549

Other funds holding TMFS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

McGlone Suttner Wealth Management's TMFS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2024, closing a stake of 216 shares — an estimated $6.63K sold.

McGlone Suttner Wealth Management first reported a position in TMFS in Q4 2023 and held it in 1 quarter. The position peaked at $6.63K in Q4 2023. 27 funds tracked by Wall St. Rank hold TMFS as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 216 Motley Fool Small-Cap Growth ETF shares in Q1 2024, an estimated $6.63K.
  • McGlone Suttner Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $6.63K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.