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Annapolis Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Annapolis Financial Services’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-240
Closed -$11.3K – 413
2023
Q4 		$11.3K Buy
+240
New +$10.8K ﹤0.01% 338

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's ITM Position: Q1 2024 in Review

Annapolis Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 240 shares — an estimated $11.3K sold.

Annapolis Financial Services first reported a position in ITM in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 172 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • Annapolis Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 240 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $11.3K.
  • Annapolis Financial Services first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and held it in 1 quarter.
  • Annapolis Financial Services's VanEck Intermediate Muni ETF position peaked at $11.3K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.