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

FAS 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
2022 Q3	–	Sell	-1,060	Closed	-$48K	–	415
2022 Q2	$48K	Buy	1,060 +5	+0.5%	+$228	0.01%	322
2022 Q1	$50K	Buy	+1,055	New	+$52K	﹤0.01%	325

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

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

FAS Wealth Partners's ITM Position: Q3 2022 in Review

FAS Wealth Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 1,060 shares — an estimated $48K sold.

FAS Wealth Partners first reported a position in ITM in Q1 2022 and held it in 2 quarters. The position peaked at $50K in Q1 2022. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

FAS Wealth Partners reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
FAS Wealth Partners sold 1,060 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $48K.
FAS Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and held it in 2 quarters.
FAS Wealth Partners's VanEck Intermediate Muni ETF position peaked at $50K in Q1 2022.
157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on FAS Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.