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Strategic Financial Concepts’s VanEck Long Muni ETF MLN Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-46,320
Closed -$2.57K – 523
2024
Q2 		$2.57K Buy
+46,320
New +$825K ﹤0.01% 537

Other funds holding MLN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Strategic Financial Concepts's MLN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of VanEck Long Muni ETF (MLN) in Q3 2024, closing a stake of 46,320 shares — an estimated $2.57K sold.

Strategic Financial Concepts first reported a position in MLN in Q2 2024 and held it in 1 quarter. The position peaked at $2.57K in Q2 2024. 112 funds tracked by Wall St. Rank hold MLN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining VanEck Long Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 46,320 VanEck Long Muni ETF shares in Q3 2024, an estimated $2.57K.
  • Strategic Financial Concepts first reported a position in VanEck Long Muni ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's VanEck Long Muni ETF position peaked at $2.57K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.