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Pasadena Private Wealth’s VanEck Long Muni ETF MLN Stock Holding History

Pasadena Private Wealth’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
2023
Q3 		– Sell
-61,479
Closed -$1.1M – 113
2023
Q2 		$1.1M Buy
61,479
+19,312
+46% +$346K 0.31% 27
2023
Q1 		$759K Sell
42,167
-15,295
-27% -$273K 0.22% 39
2022
Q4 		$1M Buy
+57,462
New +$983K 0.31% 26

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Pasadena Private Wealth's MLN Position: Q3 2023 in Review

Pasadena Private Wealth sold out of VanEck Long Muni ETF (MLN) in Q3 2023, closing a stake of 61,479 shares — an estimated $1.1M sold.

Pasadena Private Wealth first reported a position in MLN in Q4 2022 and held it in 3 quarters. The position peaked at $1.1M in Q2 2023. 85 funds tracked by Wall St. Rank hold MLN as of Q3 2023.

  • Pasadena Private Wealth reported no remaining VanEck Long Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Pasadena Private Wealth sold 61,479 VanEck Long Muni ETF shares in Q3 2023, an estimated $1.1M.
  • Pasadena Private Wealth first reported a position in VanEck Long Muni ETF in Q4 2022 and held it in 3 quarters.
  • Pasadena Private Wealth's VanEck Long Muni ETF position peaked at $1.1M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2023.

Based on Pasadena Private Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.