AWG
MLN icon

Altus Wealth Group’s VanEck Long Muni ETF MLN Stock Holding History

Altus Wealth Group’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
2024
Q2 		– Sell
-23,154
Closed -$417K – 141
2024
Q1 		$417K Sell
23,154
-59,583
-72% -$1.07M 0.21% 94
2023
Q4 		$1.51M Sell
82,737
-37,210
-31% -$638K 0.84% 30
2023
Q3 		$2M Sell
119,947
-24,402
-17% -$428K 1.27% 18
2023
Q2 		$2.59M Sell
144,349
-1,598
-1% -$28.6K 1.59% 15
2023
Q1 		$2.63M Buy
145,947
+7,875
+6% +$140K 1.77% 15
2022
Q4 		$2.41M Buy
+138,072
New +$2.36M 1.83% 12

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Altus Wealth Group's MLN Position: Q2 2024 in Review

Altus Wealth Group sold out of VanEck Long Muni ETF (MLN) in Q2 2024, closing a stake of 23,154 shares — an estimated $417K sold.

Altus Wealth Group first reported a position in MLN in Q4 2022 and held it in 6 quarters. The position peaked at $2.63M in Q1 2023. 103 funds tracked by Wall St. Rank hold MLN as of Q2 2024.

  • Altus Wealth Group reported no remaining VanEck Long Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Altus Wealth Group sold 23,154 VanEck Long Muni ETF shares in Q2 2024, an estimated $417K.
  • Altus Wealth Group first reported a position in VanEck Long Muni ETF in Q4 2022 and held it in 6 quarters.
  • Altus Wealth Group's VanEck Long Muni ETF position peaked at $2.63M in Q1 2023.
  • 103 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2024.

Based on Altus Wealth Group's 13F filing for Q2 2024, filed 5 Aug 2024.