Number of Shares
424,225.00
Current Holdings Value*
$19.12 Mil
% of Portfolio
0.36%
Total Estimate Gain
$-1.62 Mil
% of Total Estimate Gain
-0.75%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's SPDR Nuveen ICE Municipal Bond ETF Holding Summary

As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 424,225.00 shares of SPDR Nuveen ICE Municipal Bond ETF(TFI), totaling $19.12 Mil. This investment constitutes 0.36% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.62% of the outstanding SPDR Nuveen ICE Municipal Bond ETF(TFI) stock.

The initial trade took place in 2013Q4. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 18 purchases of TFI, at an average price of $46.58, for a total of 4.67 Mil shares. In addition, there have been 10 sales at an average price of $46.40 for 4.25 Mil shares. Based on historical transaction data and TFI's current price of $44.51, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his TFI holdings is $-1.62 Mil, reflecting a -0.75% gain to date.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC TFI ($44.51) Holding Chart

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC TFI ($44.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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