GWM
ITM icon

Gray Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Gray Wealth Management’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
Q2 		– Sell
-4,368
Closed -$207K – 119
2022
Q1 		$207K Hold
4,368
– – 0.11% 121
2021
Q4 		$224K Sell
4,368
-1,880
-30% -$96.2K 0.11% 116
2021
Q3 		$320K Hold
6,248
– – 0.18% 84
2021
Q2 		$324K Sell
6,248
-500
-7% -$25.8K 0.19% 82
2021
Q1 		$346K Sell
6,748
-990
-13% -$51.2K 0.22% 72
2020
Q4 		$404K Hold
7,738
– – 0.28% 62
2020
Q3 		$397K Hold
7,738
– – 0.31% 58
2020
Q2 		$393K Hold
7,738
– – 0.34% 58
2020
Q1 		$382K Buy
+7,738
New +$387K 0.42% 50

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Fidelity Investments
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LPL Financial
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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return