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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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $424B AUM 22.96% 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

Salomon & Ludwin's ITM Position: Q1 2024 in Review

Salomon & Ludwin sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 200 shares — an estimated $8.82K sold.

Salomon & Ludwin first reported a position in ITM in Q3 2021 and held it in 5 quarters. The position peaked at $316K in Q4 2021. 173 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • Salomon & Ludwin reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 200 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $8.82K.
  • Salomon & Ludwin first reported a position in VanEck Intermediate Muni ETF in Q3 2021 and held it in 5 quarters.
  • Salomon & Ludwin's VanEck Intermediate Muni ETF position peaked at $316K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.