AWM
HYD icon

Avitas Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Avitas Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-101,689
Closed -$6.35M – 201
2021
Q4 		$6.35M Sell
101,689
-1,807
-2% -$112K 1.06% 27
2021
Q3 		$6.47M Sell
103,496
-492
-0.5% -$31.2K 1.18% 15
2021
Q2 		$6.62M Buy
103,988
+556
+0.5% +$34.9K 1.18% 18
2021
Q1 		$6.43M Buy
+103,432
New +$6.42M 1.26% 14

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SEI Investments
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return