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Brown Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Brown Wealth Management’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
2023
Q4 		– Sell
-313,125
Closed -$5.23M – 91
2023
Q3 		$5.23M Buy
+313,125
New +$5.49M 2.49% 15

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Brown Wealth Management's MLN Position: Q4 2023 in Review

Brown Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q4 2023, closing a stake of 313,125 shares — an estimated $5.23M sold.

Brown Wealth Management first reported a position in MLN in Q3 2023 and held it in 1 quarter. The position peaked at $5.23M in Q3 2023. 101 funds tracked by Wall St. Rank hold MLN as of Q4 2023.

  • Brown Wealth Management reported no remaining VanEck Long Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Wealth Management sold 313,125 VanEck Long Muni ETF shares in Q4 2023, an estimated $5.23M.
  • Brown Wealth Management first reported a position in VanEck Long Muni ETF in Q3 2023 and held it in 1 quarter.
  • Brown Wealth Management's VanEck Long Muni ETF position peaked at $5.23M in Q3 2023.
  • 101 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q4 2023.

Based on Brown Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.