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Total Wealth Planning & Management’s McEwen Inc MUX Stock Holding History

Total Wealth Planning & Management’s Portfolio MUX Stock Details MUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,344
Closed -$96K – 223
2024
Q4 		$96K Buy
+12,344
New +$112K 0.09% 184

Other funds holding MUX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Total Wealth Planning & Management's MUX Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of McEwen Inc (MUX) in Q1 2025, closing a stake of 12,344 shares — an estimated $96K sold.

Total Wealth Planning & Management first reported a position in MUX in Q4 2024 and held it in 1 quarter. The position peaked at $96K in Q4 2024. 103 funds tracked by Wall St. Rank hold MUX as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining McEwen Inc position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 12,344 McEwen Inc shares in Q1 2025, an estimated $96K.
  • Total Wealth Planning & Management first reported a position in McEwen Inc in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's McEwen Inc position peaked at $96K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held McEwen Inc as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.