Financial Synergies Wealth Advisors’s VanEck Long Muni ETF MLN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-788	Closed	-$13.1K	–	488
2022 Q3	$13.1K	Buy	788 +5	+0.6%	+$89	﹤0.01%	144
2022 Q2	$13.8K	Buy	+783	New	+$14.2K	﹤0.01%	151

Other funds holding MLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Financial Synergies Wealth Advisors's MLN Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of VanEck Long Muni ETF (MLN) in Q4 2022, closing a stake of 788 shares — an estimated $13.1K sold.

Financial Synergies Wealth Advisors first reported a position in MLN in Q2 2022 and held it in 2 quarters. The position peaked at $13.8K in Q2 2022. 70 funds tracked by Wall St. Rank hold MLN as of Q4 2022.

Financial Synergies Wealth Advisors reported no remaining VanEck Long Muni ETF position as of Q4 2022 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 788 VanEck Long Muni ETF shares in Q4 2022, an estimated $13.1K.
Financial Synergies Wealth Advisors first reported a position in VanEck Long Muni ETF in Q2 2022 and held it in 2 quarters.
Financial Synergies Wealth Advisors's VanEck Long Muni ETF position peaked at $13.8K in Q2 2022.
70 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.