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Running Point Capital Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Running Point Capital Advisors’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
Q2 		– Sell
-285
Closed -$13.2K – 147
2024
Q1 		$13.2K Buy
+285
New +$13.3K 0.01% 125

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Running Point Capital Advisors's TFI Position: Q2 2024 in Review

Running Point Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 285 shares — an estimated $13.2K sold.

Running Point Capital Advisors first reported a position in TFI in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

  • Running Point Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Running Point Capital Advisors sold 285 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $13.2K.
  • Running Point Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Running Point Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $13.2K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Running Point Capital Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.