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Cynosure Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cynosure Group’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
Q3 		– Sell
-8,227
Closed -$379K – 148
2023
Q2 		$379K Buy
+8,227
New +$379K 0.11% 108

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Cynosure Group's ITM Position: Q3 2023 in Review

Cynosure Group sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2023, closing a stake of 8,227 shares — an estimated $379K sold.

Cynosure Group first reported a position in ITM in Q2 2023 and held it in 1 quarter. The position peaked at $379K in Q2 2023. 164 funds tracked by Wall St. Rank hold ITM as of Q3 2023.

  • Cynosure Group reported no remaining VanEck Intermediate Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Cynosure Group sold 8,227 VanEck Intermediate Muni ETF shares in Q3 2023, an estimated $379K.
  • Cynosure Group first reported a position in VanEck Intermediate Muni ETF in Q2 2023 and held it in 1 quarter.
  • Cynosure Group's VanEck Intermediate Muni ETF position peaked at $379K in Q2 2023.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2023.

Based on Cynosure Group's 13F filing for Q3 2023, filed 14 Nov 2023.