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Great Valley Advisor Group’s VanEck Long Muni ETF MLN Stock Holding History

Great Valley Advisor Group’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
2023
Q3 		– Sell
-322,372
Closed -$5.79M – 711
2023
Q2 		$5.79M Buy
322,372
+44,066
+16% +$789K 0.24% 110
2023
Q1 		$5.01M Buy
+278,306
New +$4.96M 0.23% 111

Other funds holding MLN

Bank of America
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
Bank of New York Mellon New York $544B AUM 28.31% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Great Valley Advisor Group's MLN Position: Q3 2023 in Review

Great Valley Advisor Group sold out of VanEck Long Muni ETF (MLN) in Q3 2023, closing a stake of 322,372 shares — an estimated $5.79M sold.

Great Valley Advisor Group first reported a position in MLN in Q1 2023 and held it in 2 quarters. The position peaked at $5.79M in Q2 2023. 85 funds tracked by Wall St. Rank hold MLN as of Q3 2023.

  • Great Valley Advisor Group reported no remaining VanEck Long Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 322,372 VanEck Long Muni ETF shares in Q3 2023, an estimated $5.79M.
  • Great Valley Advisor Group first reported a position in VanEck Long Muni ETF in Q1 2023 and held it in 2 quarters.
  • Great Valley Advisor Group's VanEck Long Muni ETF position peaked at $5.79M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2023.

Based on Great Valley Advisor Group's 13F filing for Q3 2023, filed 7 Nov 2023.