TWA
VFL

TCI Wealth Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

TCI Wealth Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-627
Closed -$6.69K – 2160
2023
Q1 		$6.69K Buy
+627
New +$6.7K ﹤0.01% 1329

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return