CCA
ITM icon

Conservest Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Conservest Capital Advisors’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
2024
Q4 		– Sell
-6,840
Closed -$318K – 113
2024
Q3 		$318K Hold
6,840
– – 0.03% 83
2024
Q2 		$318K Hold
6,840
– – 0.03% 82
2024
Q1 		$318K Hold
6,840
– – 0.03% 83
2023
Q4 		$322K Buy
+6,840
New +$308K 0.03% 85

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Conservest Capital Advisors's ITM Position: Q4 2024 in Review

Conservest Capital Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 6,840 shares — an estimated $318K sold.

Conservest Capital Advisors first reported a position in ITM in Q4 2023 and held it in 4 quarters. The position peaked at $322K in Q4 2023. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

  • Conservest Capital Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Conservest Capital Advisors sold 6,840 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $318K.
  • Conservest Capital Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and held it in 4 quarters.
  • Conservest Capital Advisors's VanEck Intermediate Muni ETF position peaked at $322K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on Conservest Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.