MWM
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Mission Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Mission Wealth Management’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
2024
Q2 		– Sell
-20,000
Closed -$360K – 712
2024
Q1 		$360K Buy
+20,000
New +$361K 0.01% 513

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Mission Wealth Management's MLN Position: Q2 2024 in Review

Mission Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q2 2024, closing a stake of 20,000 shares — an estimated $360K sold.

Mission Wealth Management first reported a position in MLN in Q1 2024 and held it in 1 quarter. The position peaked at $360K in Q1 2024. 103 funds tracked by Wall St. Rank hold MLN as of Q2 2024.

  • Mission Wealth Management reported no remaining VanEck Long Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 20,000 VanEck Long Muni ETF shares in Q2 2024, an estimated $360K.
  • Mission Wealth Management first reported a position in VanEck Long Muni ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's VanEck Long Muni ETF position peaked at $360K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.