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

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's ITM Position: Q4 2024 in Review

Dakota Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 5,533 shares — an estimated $260K sold.

Dakota Wealth Management first reported a position in ITM in Q3 2022 and held it in 9 quarters. The position peaked at $373K in Q1 2023. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

Dakota Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
Dakota Wealth Management sold 5,533 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $260K.
Dakota Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q3 2022 and held it in 9 quarters.
Dakota Wealth Management's VanEck Intermediate Muni ETF position peaked at $373K in Q1 2023.
174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.