DWM
ITM icon

Dakota Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Dakota Wealth Management’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
-5,533
Closed -$260K – 779
2024
Q3 		$260K Hold
5,533
– – 0.01% 627
2024
Q2 		$254K Sell
5,533
-800
-13% -$36.7K 0.01% 616
2024
Q1 		$295K Hold
6,333
– – 0.01% 587
2023
Q4 		$298K Sell
6,333
-1,250
-16% -$56.3K 0.01% 522
2023
Q3 		$334K Sell
7,583
-300
-4% -$13.6K 0.01% 472
2023
Q2 		$363K Sell
7,883
-150
-2% -$6.92K 0.02% 441
2023
Q1 		$373K Hold
8,033
– – 0.02% 420
2022
Q4 		$366K Sell
8,033
-400
-5% -$17.9K 0.03% 411
2022
Q3 		$367K Buy
+8,433
New +$385K 0.03% 397

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HB
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Wealth Enhancement Advisory Services
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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return