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Synergy Investment Management’s VanEck Long Muni ETF MLN Stock Holding History

Synergy Investment Management’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
2025
Q1 		– Sell
-215
Closed -$3.84K – 640
2024
Q4 		$3.84K Buy
+215
New +$3.87K ﹤0.01% 495

Other funds holding MLN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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

Synergy Investment Management's MLN Position: Q1 2025 in Review

Synergy Investment Management sold out of VanEck Long Muni ETF (MLN) in Q1 2025, closing a stake of 215 shares — an estimated $3.84K sold.

Synergy Investment Management first reported a position in MLN in Q4 2024 and held it in 1 quarter. The position peaked at $3.84K in Q4 2024. 108 funds tracked by Wall St. Rank hold MLN as of Q1 2025.

  • Synergy Investment Management reported no remaining VanEck Long Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 215 VanEck Long Muni ETF shares in Q1 2025, an estimated $3.84K.
  • Synergy Investment Management first reported a position in VanEck Long Muni ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's VanEck Long Muni ETF position peaked at $3.84K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.