Steward Partners Investment Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Steward Partners Investment Solutions’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	$448K	Buy	+9,622	New	+$448K	0.08%	167

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Solutions's ITM Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in VanEck Intermediate Muni ETF (ITM) in Q1 2024: 9,622 shares worth $448K. The stake represents 0.08% of the portfolio and ranks #167 among its holdings.

173 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

Steward Partners Investment Solutions held 9,622 shares of VanEck Intermediate Muni ETF worth $448K as of Q1 2024.
VanEck Intermediate Muni ETF was a new Steward Partners Investment Solutions position in Q1 2024.
VanEck Intermediate Muni ETF made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #167 holding.
173 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.