FCA
ITM icon

FinTrust Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

FinTrust Capital Advisors’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
-5,897
Closed -$274K – 1244
2022
Q2 		$274K Buy
+5,897
New +$269K 0.07% 228
2020
Q3 		– Sell
-1,622
Closed -$83K – 1173
2020
Q2 		$83K Hold
1,622
– – 0.03% 370
2020
Q1 		$80K Hold
1,622
– – 0.04% 323
2019
Q4 		$81K Hold
1,622
– – 0.03% 361
2019
Q3 		$82K Hold
1,622
– – 0.03% 362
2019
Q2 		$81K Hold
1,622
– – 0.03% 321
2019
Q1 		$79K Hold
1,622
– – 0.03% 313
2018
Q4 		$77K Buy
+1,622
New +$75.5K 0.04% 301

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return