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Parallel Advisors’s
VanEck Intermediate Muni ETF
ITM
Stock Holding History
Parallel Advisors’s Portfolio
ITM Stock Details
ITM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-144
Closed
-$6.35K
–
3395
2023
Q3
$6.35K
Buy
+144
New
+$6.55K
﹤0.01%
2411
2020
Q1
–
Sell
-60
Closed
-$3K
–
2511
2019
Q4
$3K
Sell
60
-597
-91%
-$30K
﹤0.01%
2111
2019
Q3
$33K
Hold
657
–
–
﹤0.01%
1145
2019
Q2
$33K
Hold
657
–
–
﹤0.01%
1065
2019
Q1
$32K
Hold
657
–
–
﹤0.01%
1035
2018
Q4
$31K
Buy
657
+597
+995%
+$27.8K
﹤0.01%
916
2018
Q3
$3K
Hold
60
–
–
﹤0.01%
1904
2018
Q2
$2K
Hold
60
–
–
﹤0.01%
1851
2018
Q1
$3K
Hold
60
–
–
﹤0.01%
1731
2017
Q4
$3K
Hold
60
–
–
﹤0.01%
1749
2017
Q3
$3K
Hold
60
–
–
﹤0.01%
1757
2017
Q2
$3K
Hold
60
–
–
﹤0.01%
1768
2017
Q1
$3K
Hold
60
–
–
﹤0.01%
1681
2016
Q4
$3K
Buy
+60
New
+$2.84K
﹤0.01%
1531
Other funds holding ITM
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
HB
HTLF Bank
Denver, Colorado
$885M AUM
17.75%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
CI
CX Institutional
Auburn, Indiana
$3.46B AUM
21.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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