Capital Advisors Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 9,708 shares of ITM stock, worth $442,005. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,708
Previous 9,781
0.75%
Holding current value
$442,005
Previous $450,000
2.0%
% of portfolio
0.08%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding ITM
# of Institutions
198Shares Held
36MCall Options Held
5.3KPut Options Held
1.9K-
Bank Of America Corp Charlotte, NC15.4MShares$701 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$113 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$88.2 Million0.03% of portfolio
-
Htlf Bank Denver, CO1.27MShares$57.9 Million6.62% of portfolio
-
Envestnet Asset Management Inc888KShares$40.4 Million0.01% of portfolio