Ae Wealth Management LLC Vaneck Short High Yield Muni E Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$21.31 - $22.2 $110,918 - $115,551	-5,205 Reduced 30.22%	12,018 $265,000
Q3 2023 Oct 11, 2023	SELL	$21.6 - $22.39 $22,312 - $23,128	-1,033 Reduced 5.66%	17,223 $372,000
Q2 2023 Jul 10, 2023	SELL	$21.88 - $22.59 $57,128 - $58,982	-2,611 Reduced 12.51%	18,256 $407,000
Q1 2023 Apr 14, 2023	SELL	$22.03 - $22.73 $155,708 - $160,655	-7,068 Reduced 25.3%	20,867 $465,000
Q4 2022 Jan 31, 2023	BUY	$21.49 - $22.6 $343,066 - $360,786	15,964 Added 133.36%	27,935 $622,000
Q3 2022 Oct 25, 2022	BUY	$21.73 - $23.18 $41,091 - $43,833	1,891 Added 18.76%	11,971 $261,000
Q2 2022 Aug 03, 2022	BUY	$21.99 - $23.31 $13,281 - $14,079	604 Added 6.37%	10,080 $226,000
Q1 2022 Apr 18, 2022	SELL	$22.96 - $25.13 $1.04 Million - $1.14 Million	-45,332 Reduced 82.71%	9,476 $220,000
Q4 2021 Jan 20, 2022	BUY	$24.9 - $25.26 $117,179 - $118,873	4,706 Added 9.39%	54,808 $1.38 Million
Q3 2021 Nov 01, 2021	BUY	$25.1 - $25.6 $41,515 - $42,342	1,654 Added 3.41%	50,102 $1.26 Million
Q2 2021 Jul 21, 2021	BUY	$24.97 - $25.45 $211,545 - $215,612	8,472 Added 21.19%	48,448 $1.23 Million
Q1 2021 Apr 27, 2021	BUY	$24.75 - $25.34 $271,878 - $278,359	10,985 Added 37.89%	39,976 $1 Million
Q4 2020 Feb 01, 2021	SELL	$24.05 - $24.99 $203,944 - $211,915	-8,480 Reduced 22.63%	28,991 $719,000
Q3 2020 Nov 06, 2020	BUY	$23.77 - $24.48 $255,503 - $263,135	10,749 Added 40.23%	37,471 $914,000
Q2 2020 Aug 05, 2020	SELL	$21.35 - $23.86 $702,201 - $784,755	-32,890 Reduced 55.17%	26,722 $637,000
Q1 2020 May 07, 2020	BUY	$17.75 - $25.87 $1.06 Million - $1.54 Million	59,612 New	59,612 $1.34 Million

Others Institutions Holding SHYD

# of Institutions

132

Shares Held

9.32M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.41M
Shares

$32.1 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.36M
Shares

$30.9 Million
0.07% of portfolio
Morgan Stanley New York, NY

902K
Shares

$20.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$16.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$9.34 Million
0.0% of portfolio

About VANECK SHORT HIGH YIELD MUNI E

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