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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 $1.37T AUM 24.88% 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 $544B AUM 28.31% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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 $374B AUM 17.66% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return