CA
MLN icon

Centerpoint Advisors’s VanEck Long Muni ETF MLN Stock Holding History

Centerpoint Advisors’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
-630
Closed -$11K – 536
2023
Q3 		$11K Hold
630
– – ﹤0.01% 326
2023
Q2 		$11K Hold
630
– – ﹤0.01% 334
2023
Q1 		$11K Buy
+630
New +$11.2K ﹤0.01% 346

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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 $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Centerpoint Advisors's MLN Position: Q4 2023 in Review

Centerpoint Advisors sold out of VanEck Long Muni ETF (MLN) in Q4 2023, closing a stake of 630 shares — an estimated $11K sold.

Centerpoint Advisors first reported a position in MLN in Q1 2023 and held it in 3 quarters. The position peaked at $11K in Q3 2023. 101 funds tracked by Wall St. Rank hold MLN as of Q4 2023.

  • Centerpoint Advisors reported no remaining VanEck Long Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 630 VanEck Long Muni ETF shares in Q4 2023, an estimated $11K.
  • Centerpoint Advisors first reported a position in VanEck Long Muni ETF in Q1 2023 and held it in 3 quarters.
  • Centerpoint Advisors's VanEck Long Muni ETF position peaked at $11K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.