Atria Investments’s VanEck Long Muni ETF MLN Stock Holding History

Atria Investments’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 Q3	–	Sell	-10,215	Closed	-$182K	–	1999
2024 Q2	$182K	Sell	10,215 -206,155	-95%	-$3.67M	﹤0.01%	1832
2024 Q1	$3.9M	Buy	216,370 +1,154	+0.5%	+$20.8K	0.05%	414
2023 Q4	$3.93M	Buy	+215,216	New	+$3.69M	0.06%	359
2016 Q2	–	Sell	-14,242	Closed	-$289K	–	491
2016 Q1	$289K	Buy	+14,242	New	+$287K	0.03%	362
2015 Q3	–	Sell	-11,136	Closed	-$214K	–	392
2015 Q2	$214K	Sell	11,136 -1,206	-10%	-$23.4K	0.03%	369
2015 Q1	$246K	Sell	12,342 -3,698	-23%	-$73.8K	0.03%	358
2014 Q4	$318K	Sell	16,040 -89	-0.6%	-$1.75K	0.03%	319
2014 Q3	$315K	Buy	+16,129	New	+$312K	0.03%	354

Other funds holding MLN

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Atria Investments's MLN Position: Q3 2024 in Review

Atria Investments sold out of VanEck Long Muni ETF (MLN) in Q3 2024, closing a stake of 10,215 shares — an estimated $182K sold.

Atria Investments first reported a position in MLN in Q3 2014 and held it in 8 quarters. The position peaked at $3.93M in Q4 2023. 112 funds tracked by Wall St. Rank hold MLN as of Q3 2024.

Atria Investments reported no remaining VanEck Long Muni ETF position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 10,215 VanEck Long Muni ETF shares in Q3 2024, an estimated $182K.
Atria Investments first reported a position in VanEck Long Muni ETF in Q3 2014 and held it in 8 quarters.
Atria Investments's VanEck Long Muni ETF position peaked at $3.93M in Q4 2023.
112 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.