WP
ITM icon

WealthSource Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

WealthSource Partners’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
2022
Q4 		– Sell
-32,403
Closed -$1.41M – 508
2022
Q3 		$1.41M Sell
32,403
-1,525
-4% -$69.7K 0.1% 151
2022
Q2 		$1.55M Buy
33,928
+27,591
+435% +$1.26M 0.11% 143
2022
Q1 		$300K Buy
+6,337
New +$312K 0.02% 453
2019
Q4 		– Sell
-7,885
Closed -$397K – 435
2019
Q3 		$397K Sell
7,885
-1,600
-17% -$80.6K 0.06% 277
2019
Q2 		$472K Buy
+9,485
New +$467K 0.07% 248

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return