Annex Advisory Services, LLC Vaneck Intermediate Muni ETF Transaction History

Annex Advisory Services, LLC

$2.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$43.42 - $47.11 $4.61 Million - $5 Million	106,156 New	106,156 $4.99 Million

Others Institutions Holding ITM

# of Institutions

172

Shares Held

36.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.2M
Shares

$697 Million
0.06% of portfolio
Goodwin Investment Advisory Woodstock, GA

3.23M
Shares

$148 Million
40.75% of portfolio
Northwestern Mutual Wealth Management CO

2.74M
Shares

$126 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$71 Million
0.04% of portfolio
Htlf Bank Denver, CO

1.27M
Shares

$58.4 Million
6.48% of portfolio

About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.