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First Personal Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

First Personal Financial Services’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
Q3 		$51.7K Hold
1,102
– – 0.01% 194
2024
Q2 		$50.5K Hold
1,102
– – 0.01% 192
2024
Q1 		$51.3K Hold
1,102
– – 0.01% 185
2023
Q4 		$51.8K Hold
1,102
– – 0.01% 201
2023
Q3 		$48.6K Hold
1,102
– – 0.01% 201
2023
Q2 		$50.8K Sell
1,102
-215
-16% -$9.91K 0.01% 205
2023
Q1 		$61.2K Hold
1,317
– – 0.02% 188
2022
Q4 		$60.1K Hold
1,317
– – 0.02% 193
2022
Q3 		$57K Sell
1,317
-500
-28% -$22.9K 0.02% 185
2022
Q2 		$83K Sell
1,817
-245
-12% -$11.2K 0.02% 146
2022
Q1 		$98K Sell
2,062
-962
-32% -$47.4K 0.02% 148
2021
Q4 		$155K Hold
3,024
– – 0.03% 128
2021
Q3 		$155K Buy
3,024
+962
+47% +$49.9K 0.04% 131
2021
Q2 		$107K Hold
2,062
– – 0.03% 146
2021
Q1 		$106K Sell
2,062
-424
-17% -$21.9K 0.03% 143
2020
Q4 		$129K Sell
2,486
-318
-11% -$16.4K 0.04% 135
2020
Q3 		$144K Sell
2,804
-590
-17% -$30.4K 0.05% 126
2020
Q2 		$173K Hold
3,394
– – 0.06% 117
2020
Q1 		$166K Sell
3,394
-529
-13% -$26.5K 0.06% 113
2019
Q4 		$197K Sell
3,923
-314
-7% -$15.8K 0.06% 119
2019
Q3 		$213K Hold
4,237
– – 0.07% 128
2019
Q2 		$211K Sell
4,237
-752
-15% -$37K 0.06% 165
2019
Q1 		$244K Sell
4,989
-800
-14% -$38.4K 0.07% 153
2018
Q4 		$275K Sell
5,789
-1,075
-16% -$50.1K 0.09% 140
2018
Q3 		$320K Sell
6,864
-3,750
-35% -$176K 0.1% 137
2018
Q2 		$500K Sell
10,614
-1,775
-14% -$83.3K 0.17% 117
2018
Q1 		$583K Sell
12,389
-2,569
-17% -$121K 0.13% 138
2017
Q4 		$720K Hold
14,958
– – 0.14% 124
2017
Q3 		$720K Sell
14,958
-1,897
-11% -$91.5K 0.15% 116
2017
Q2 		$807K Sell
16,855
-1,432
-8% -$68.3K 0.18% 111
2017
Q1 		$857K Buy
18,287
+1,565
+9% +$73.1K 0.21% 99
2016
Q4 		$775K Sell
16,722
-2,458
-13% -$116K 0.2% 100
2016
Q3 		$944K Sell
19,180
-10
-0.1% -$494 0.27% 86
2016
Q2 		$953K Buy
19,190
+204
+1% +$9.99K 0.33% 76
2016
Q1 		$920K Sell
18,986
-1,279
-6% -$61.9K 0.46% 63
2015
Q4 		$972K Sell
20,265
-2,327
-10% -$110K 0.55% 59
2015
Q3 		$1.07M Sell
22,592
-831
-4% -$38.8K 0.64% 53
2015
Q2 		$1.09M Buy
23,423
+2,941
+14% +$138K 0.65% 55
2015
Q1 		$976K Sell
20,482
-136
-0.7% -$6.47K 0.59% 61
2014
Q4 		$976K Buy
+20,618
New +$972K 0.57% 60

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

First Personal Financial Services's ITM Position: Q3 2024 in Review

First Personal Financial Services held its VanEck Intermediate Muni ETF (ITM) position steady in Q3 2024 at 1,102 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #194.

First Personal Financial Services first reported a position in ITM in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.09M in Q2 2015. 163 funds tracked by Wall St. Rank hold ITM as of Q3 2024.

  • First Personal Financial Services held 1,102 shares of VanEck Intermediate Muni ETF worth $51.7K as of Q3 2024.
  • First Personal Financial Services left its VanEck Intermediate Muni ETF share count unchanged in Q3 2024.
  • VanEck Intermediate Muni ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #194 holding.
  • First Personal Financial Services first reported a position in VanEck Intermediate Muni ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's VanEck Intermediate Muni ETF position peaked at $1.09M in Q2 2015.
  • 163 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.