CWP
ITM icon

Cyndeo Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cyndeo Wealth Partners’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
2023
Q1 		– Sell
-7,681
Closed -$350K – 328
2022
Q4 		$350K Buy
+7,681
New +$344K 0.04% 243

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cyndeo Wealth Partners's ITM Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2023, closing a stake of 7,681 shares — an estimated $350K sold.

Cyndeo Wealth Partners first reported a position in ITM in Q4 2022 and held it in 1 quarter. The position peaked at $350K in Q4 2022. 169 funds tracked by Wall St. Rank hold ITM as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining VanEck Intermediate Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 7,681 VanEck Intermediate Muni ETF shares in Q1 2023, an estimated $350K.
  • Cyndeo Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's VanEck Intermediate Muni ETF position peaked at $350K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.