ODG
ITM icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 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