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O'Dell Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-1,125
Closed -$52.9K – 279
2023
Q4 		$52.9K Buy
+1,125
New +$50.7K 0.01% 195
2023
Q3 		– Sell
-1,125
Closed -$51.8K – 269
2023
Q2 		$51.8K Buy
+1,125
New +$51.9K 0.01% 188
2022
Q4 		– Sell
-1,125
Closed -$49K – 235
2022
Q3 		$49K Hold
1,125
– – 0.02% 149
2022
Q2 		$51K Hold
1,125
– – 0.02% 150
2022
Q1 		$53K Hold
1,125
– – 0.02% 166
2021
Q4 		$58K Hold
1,125
– – 0.02% 150
2021
Q3 		$58K Buy
+1,125
New +$58.4K 0.02% 151

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Dell Group's ITM Position: Q1 2024 in Review

O'Dell Group sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 1,125 shares — an estimated $52.9K sold.

O'Dell Group first reported a position in ITM in Q3 2021 and held it in 7 quarters. The position peaked at $58K in Q4 2021. 173 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • O'Dell Group reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 1,125 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $52.9K.
  • O'Dell Group first reported a position in VanEck Intermediate Muni ETF in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's VanEck Intermediate Muni ETF position peaked at $58K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.