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ITM icon

TCWP’s VanEck Intermediate Muni ETF ITM Stock Holding History

TCWP’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
2023
Q2 		– Sell
-14,703
Closed -$683K – 208
2023
Q1 		$683K Buy
14,703
+1,172
+9% +$54K 0.13% 121
2022
Q4 		$617K Buy
13,531
+1,169
+9% +$52.3K 0.13% 124
2022
Q3 		$538K Buy
12,362
+4,525
+58% +$207K 0.11% 135
2022
Q2 		$357K Buy
7,837
+553
+8% +$25.3K 0.08% 173
2022
Q1 		$344K Buy
7,284
+792
+12% +$39K 0.06% 202
2021
Q4 		$332K Buy
+6,492
New +$332K 0.07% 189

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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return