CWP
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,681
Closed -$350K – 328
2022
Q4 		$350K Buy
+7,681
New +$350K 0.04% 243