AF
MLN icon

Allworth Financial’s VanEck Long Muni ETF MLN Stock Holding History

Allworth Financial’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$918K Buy
52,665
+2,921
+6% +$51.3K ﹤0.01% 734
2025
Q4 		$872K Buy
49,744
+741
+2% +$13K ﹤0.01% 734
2025
Q3 		$857K Buy
49,003
+6,529
+15% +$111K ﹤0.01% 712
2025
Q2 		$717K Buy
42,474
+21,024
+98% +$356K ﹤0.01% 730
2025
Q1 		$363K Sell
21,450
-14,880
-41% -$263K ﹤0.01% 766
2024
Q4 		$644K Buy
36,330
+3,898
+12% +$70.2K ﹤0.01% 628
2024
Q3 		$594K Sell
32,432
-27
-0.1% -$489 ﹤0.01% 542
2024
Q2 		$586K Buy
32,459
+546
+2% +$9.72K ﹤0.01% 539
2024
Q1 		$575K Hold
31,913
– – ﹤0.01% 522
2023
Q4 		$582K Sell
31,913
-20,476
-39% -$351K ﹤0.01% 490
2023
Q3 		$875K Sell
52,389
-26,717
-34% -$468K 0.01% 393
2023
Q2 		$1.42M Sell
79,106
-445
-0.6% -$7.97K 0.01% 329
2023
Q1 		$1.43M Buy
79,551
+59,986
+307% +$1.07M 0.01% 307
2022
Q4 		$342K Buy
+19,565
New +$335K ﹤0.01% 533

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return