Great Valley Advisor Group
MLN icon

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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James & Associates
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 $609B AUM 40.19% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Raymond James Financial Services Advisors
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 $424B AUM 22.9% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Ogorek Anthony Joseph
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 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.