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Oliver Lagore Vanvalin Investment Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q3 		– Sell
-198
Closed -$9K – 732
2022
Q2 		$9K Hold
198
– – 0.01% 351
2022
Q1 		$9K Buy
+198
New +$9.87K 0.01% 348

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Morgan Stanley
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Fisher Asset Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TFI Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 198 shares — an estimated $9K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TFI in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 198 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $9K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $9K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.