FMP
ITM icon

Financial Management Professionals’s VanEck Intermediate Muni ETF ITM Stock Holding History

Financial Management Professionals’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
2021
Q4 		– Sell
-223
Closed -$13K – 1022
2021
Q3 		$13K Buy
+223
New +$11.6K ﹤0.01% 424

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Management Professionals's ITM Position: Q4 2021 in Review

Financial Management Professionals sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2021, closing a stake of 223 shares — an estimated $13K sold.

Financial Management Professionals first reported a position in ITM in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 184 funds tracked by Wall St. Rank hold ITM as of Q4 2021.

  • Financial Management Professionals reported no remaining VanEck Intermediate Muni ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Management Professionals sold 223 VanEck Intermediate Muni ETF shares in Q4 2021, an estimated $13K.
  • Financial Management Professionals first reported a position in VanEck Intermediate Muni ETF in Q3 2021 and held it in 1 quarter.
  • Financial Management Professionals's VanEck Intermediate Muni ETF position peaked at $13K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.