Avidian Wealth Solutions, LLC Vaneck Intermediate Muni ETF Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 441,292 shares of ITM stock, worth $20.3 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

441,292

Previous 454,583 2.92%

Holding current value

$20.3 Million

Previous $21.3 Million 4.68%

% of portfolio

0.94%

Previous 1.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$45.56 - $46.97 $605,537 - $624,278	-13,291 Reduced 2.92%	441,292 $20.3 Million
Q3 2024 Oct 30, 2024	BUY	$45.67 - $47.0 $166,558 - $171,409	3,647 Added 0.81%	454,583 $21.3 Million
Q2 2024 Aug 06, 2024	SELL	$45.32 - $46.3 $576,425 - $588,889	-12,719 Reduced 2.74%	450,936 $20.7 Million
Q1 2024 May 03, 2024	BUY	$46.21 - $47.1 $3.73 Million - $3.8 Million	80,719 Added 21.08%	463,655 $21.6 Million
Q4 2023 Feb 06, 2024	BUY	$43.42 - $47.11 $805,788 - $874,267	18,558 Added 5.09%	382,936 $18 Million
Q3 2023 Oct 13, 2023	BUY	$44.1 - $46.32 $908,371 - $954,099	20,598 Added 5.99%	364,378 $16.1 Million
Q2 2023 Aug 03, 2023	SELL	$45.32 - $46.87 $3.29 Million - $3.4 Million	-72,513 Reduced 17.42%	343,780 $15.8 Million
Q1 2023 May 08, 2023	BUY	$45.33 - $46.87 $995,401 - $1.03 Million	21,959 Added 5.57%	416,293 $19.3 Million
Q4 2022 Feb 06, 2023	SELL	$43.38 - $46.05 $1.63 Million - $1.73 Million	-37,603 Reduced 8.71%	394,334 $18 Million
Q3 2022 Nov 03, 2022	BUY	$43.54 - $46.93 $8.16 Million - $8.8 Million	187,512 Added 76.72%	431,937 $18.8 Million
Q2 2022 Jul 29, 2022	SELL	$44.55 - $47.22 $6.15 Million - $6.52 Million	-138,060 Reduced 36.1%	244,425 $11.2 Million
Q1 2022 May 10, 2022	SELL	$47.13 - $51.25 $222,217 - $241,643	-4,715 Reduced 1.22%	382,485 $18.1 Million
Q4 2021 Feb 14, 2022	SELL	$50.85 - $51.43 $3.25 Million - $3.29 Million	-63,990 Reduced 14.18%	387,200 $19.9 Million
Q3 2021 Nov 10, 2021	BUY	$51.24 - $52.24 $1.09 Million - $1.11 Million	21,268 Added 4.95%	451,190 $23.1 Million
Q2 2021 Aug 09, 2021	SELL	$51.12 - $52.03 $404,563 - $411,765	-7,914 Reduced 1.81%	429,922 $22.3 Million
Q1 2021 May 05, 2021	BUY	$50.99 - $52.34 $7.14 Million - $7.33 Million	140,047 Added 47.03%	437,836 $22.4 Million
Q4 2020 Feb 09, 2021	BUY	$50.91 - $52.11 $7.36 Million - $7.53 Million	144,499 Added 94.27%	297,789 $15.5 Million
Q3 2020 Nov 06, 2020	BUY	$50.84 - $51.98 $4.32 Million - $4.42 Million	85,043 Added 124.61%	153,290 $7.86 Million
Q2 2020 Aug 10, 2020	BUY	$47.37 - $51.03 $2.59 Million - $2.79 Million	54,729 Added 404.86%	68,247 $3.48 Million
Q1 2020 Apr 22, 2020	BUY	$39.2 - $52.09 $529,905 - $704,152	13,518 New	13,518 $664,000

Others Institutions Holding ITM

# of Institutions

186

Shares Held

33.7M

Call Options Held

Put Options Held

View Full List

About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
Sector ETFs
Industry ETFs

More about ITM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Vaneck Intermediate Muni ETF Transaction History