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

Daymark 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
2024
Q1 		– Sell
-7,520
Closed -$354K – 433
2023
Q4 		$354K Buy
+7,520
New +$339K 0.02% 293

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LPL Financial
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Jane Street
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HB
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daymark Wealth Partners's ITM Position: Q1 2024 in Review

Daymark Wealth Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 7,520 shares — an estimated $354K sold.

Daymark Wealth Partners first reported a position in ITM in Q4 2023 and held it in 1 quarter. The position peaked at $354K in Q4 2023. 172 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • Daymark Wealth Partners reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 7,520 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $354K.
  • Daymark Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and held it in 1 quarter.
  • Daymark Wealth Partners's VanEck Intermediate Muni ETF position peaked at $354K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Daymark Wealth Partners's 13F filing for Q1 2024, filed 10 Apr 2024.