SL
ITM icon

Salomon & Ludwin’s VanEck Intermediate Muni ETF ITM Stock Holding History

Salomon & Ludwin’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
-200
Closed -$8.82K – 868
2023
Q4 		$8.82K Hold
200
– – ﹤0.01% 512
2023
Q3 		$8.82K Buy
+200
New +$9.1K ﹤0.01% 510
2022
Q2 		– Sell
-6,170
Closed -$292K – 130
2022
Q1 		$292K Hold
6,170
– – 0.04% 99
2021
Q4 		$316K Hold
6,170
– – 0.04% 85
2021
Q3 		$316K Buy
+6,170
New +$320K 0.05% 71

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