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Concord Wealth Partners’s VanEck Long Muni ETF MLN Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-675
Closed -$12.4K – 965
2024
Q3 		$12.4K Hold
675
– – ﹤0.01% 537
2024
Q2 		$12.1K Hold
675
– – ﹤0.01% 486
2024
Q1 		$12.2K Sell
675
-35
-5% -$631 ﹤0.01% 554
2023
Q4 		$13K Buy
+710
New +$12.2K ﹤0.01% 536

Other funds holding MLN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Concord Wealth Partners's MLN Position: Q4 2024 in Review

Concord Wealth Partners sold out of VanEck Long Muni ETF (MLN) in Q4 2024, closing a stake of 675 shares — an estimated $12.4K sold.

Concord Wealth Partners first reported a position in MLN in Q4 2023 and held it in 4 quarters. The position peaked at $13K in Q4 2023. 112 funds tracked by Wall St. Rank hold MLN as of Q4 2024.

  • Concord Wealth Partners reported no remaining VanEck Long Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 675 VanEck Long Muni ETF shares in Q4 2024, an estimated $12.4K.
  • Concord Wealth Partners first reported a position in VanEck Long Muni ETF in Q4 2023 and held it in 4 quarters.
  • Concord Wealth Partners's VanEck Long Muni ETF position peaked at $13K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.