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Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Tip: Access up to 7 years of quarterly data

All positions including Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $81M 1.8M 45.62
2024-09-30 $80M 1.7M 46.83
2024-06-30 $75M 1.6M 45.75
2024-03-31 $73M 1.6M 46.48
2023-12-31 $148M 3.1M 47.00
2023-09-30 $141M 3.2M 43.70
2023-06-30 $140M 3.0M 46.16
2023-03-31 $103M 2.2M 46.82
2022-12-31 $50M 1.1M 45.62
2022-06-30 $27M 587k 45.86
2022-03-31 $37M 779k 47.88
2021-12-31 $24M 456k 51.73
2021-09-30 $21M 407k 51.57
2021-06-30 $18M 342k 52.11
2021-03-31 $21M 398k 51.66
2020-12-31 $19M 364k 52.49
2020-09-30 $17M 333k 51.93
2020-06-30 $17M 319k 51.66
2019-12-31 $13M 253k 50.58
2019-09-30 $12M 233k 50.69
2019-06-30 $8.6M 172k 50.14
2019-03-31 $8.6M 174k 49.28
2018-12-31 $28M 584k 48.12
2018-09-30 $8.2M 172k 47.48
2018-06-30 $8.0M 166k 47.98
2018-03-31 $8.3M 173k 48.03
2017-12-31 $7.0M 143k 48.97
2017-09-30 $6.2M 127k 48.91
2017-06-30 $4.8M 98k 48.69
2017-03-31 $3.8M 79k 47.92
2016-12-31 $19M 400k 47.44
2016-09-30 $2.1M 41k 50.08
2016-06-30 $1.6M 32k 50.59
2016-03-31 $1.1M 22k 49.33

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni

Bank of America Corporation
Morgan Stanley
Betterment
Northwestern Mutual Wealth Management Company
Fisher Investments
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
LPL Financial
Bank Of Montreal
Financial Engines Advisors L.L.C
UBS Group
Assetmark
One Capital Management
Jpmorgan Chase & Co
Foster Group

View all funds holding Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni