PWCM
TFI icon

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

Processus Wealth & Capital 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
Q1 		– Sell
-11,042
Closed -$519K – 42
2023
Q4 		$519K Buy
+11,042
New +$495K 0.52% 36

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Processus Wealth & Capital Management's TFI Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2024, closing a stake of 11,042 shares — an estimated $519K sold.

Processus Wealth & Capital Management first reported a position in TFI in Q4 2023 and held it in 1 quarter. The position peaked at $519K in Q4 2023. 297 funds tracked by Wall St. Rank hold TFI as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 11,042 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2024, an estimated $519K.
  • Processus Wealth & Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $519K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.