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

Provence Wealth Management 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
2023
Q4 		$319K Buy
+6,789
New +$305K 0.17% 121

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Northwestern Mutual Wealth Management
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CCWA
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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 $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Provence Wealth Management Group's TFI Position: Q4 2023 in Review

Provence Wealth Management Group opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2023: 6,789 shares worth $319K. The stake represents 0.17% of the portfolio and ranks #121 among its holdings.

313 funds tracked by Wall St. Rank hold TFI as of Q4 2023.

  • Provence Wealth Management Group held 6,789 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $319K as of Q4 2023.
  • State Street SPDR Nuveen ICE Municipal Bond ETF was a new Provence Wealth Management Group position in Q4 2023.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.17% of Provence Wealth Management Group's portfolio in Q4 2023, its #121 holding.
  • 313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.