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Larson Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Larson Financial Group’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
2020
Q4 		– Sell
-14
Closed -$1K – 797
2020
Q3 		$1K Hold
14
– – ﹤0.01% 665
2020
Q2 		$1K Buy
+14
New +$696 ﹤0.01% 625

Other funds holding ITM

Bank of America
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CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Larson Financial Group's ITM Position: Q4 2020 in Review

Larson Financial Group sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 14 shares — an estimated $1K sold.

Larson Financial Group first reported a position in ITM in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

  • Larson Financial Group reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Larson Financial Group sold 14 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $1K.
  • Larson Financial Group first reported a position in VanEck Intermediate Muni ETF in Q2 2020 and held it in 2 quarters.
  • Larson Financial Group's VanEck Intermediate Muni ETF position peaked at $1K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Larson Financial Group's 13F filing for Q4 2020, filed 14 Jan 2021.