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F.L. Putnam Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

F.L. Putnam Investment 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
-10,731
Closed -$504K – 587
2024
Q3 		$504K Sell
10,731
-133
-1% -$6.18K 0.01% 424
2024
Q2 		$498K Buy
10,864
+4,765
+78% +$219K 0.01% 414
2024
Q1 		$284K Buy
6,099
+236
+4% +$11K 0.01% 428
2023
Q4 		$276K Sell
5,863
-798
-12% -$35.9K 0.01% 426
2023
Q3 		$294K Sell
6,661
-5,174
-44% -$235K 0.01% 414
2023
Q2 		$545K Hold
11,835
– – 0.01% 339
2023
Q1 		$550K Hold
11,835
– – 0.02% 288
2022
Q4 		$540K Sell
11,835
-12,164
-51% -$544K 0.02% 283
2022
Q3 		$1.04M Hold
23,999
– – 0.04% 215
2022
Q2 		$1.1M Hold
23,999
– – 0.04% 222
2022
Q1 		$1.14M Sell
23,999
-370
-2% -$18.2K 0.04% 217
2021
Q4 		$1.25M Hold
24,369
– – 0.04% 210
2021
Q3 		$1.25M Hold
24,369
– – 0.04% 202
2021
Q2 		$1.26M Buy
+24,369
New +$1.26M 0.04% 199

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

F.L. Putnam Investment Management's ITM Position: Q4 2024 in Review

F.L. Putnam Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 10,731 shares — an estimated $504K sold.

F.L. Putnam Investment Management first reported a position in ITM in Q2 2021 and held it in 14 quarters. The position peaked at $1.26M in Q2 2021. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

  • F.L. Putnam Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 10,731 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $504K.
  • F.L. Putnam Investment Management first reported a position in VanEck Intermediate Muni ETF in Q2 2021 and held it in 14 quarters.
  • F.L. Putnam Investment Management's VanEck Intermediate Muni ETF position peaked at $1.26M in Q2 2021.
  • 174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.