AWM
ITM icon

Avior Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1,688
Closed -$77.8K – 1534
2024
Q4 		$77.8K Buy
1,688
+666
+65% +$30.9K ﹤0.01% 972
2024
Q3 		$48K Buy
+1,022
New +$47.5K ﹤0.01% 1127
2022
Q4 		– Sell
-289
Closed -$12K – 1311
2022
Q3 		$12K Sell
289
-713
-71% -$32.6K ﹤0.01% 827
2022
Q2 		$45K Hold
1,002
– – ﹤0.01% 583
2022
Q1 		$47K Sell
1,002
-144
-13% -$7.1K ﹤0.01% 606
2021
Q4 		$58K Sell
1,146
-48
-4% -$2.46K ﹤0.01% 567
2021
Q3 		$61K Hold
1,194
– – 0.01% 538
2021
Q2 		$61K Hold
1,194
– – 0.01% 510
2021
Q1 		$61K Buy
+1,194
New +$61.7K 0.01% 510

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return