Clearwater Capital Advisors, LLC Vaneck Short Muni ETF Transaction History

Clearwater Capital Advisors, LLC

$973 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 17, 2018	SELL	N/A	-16,000 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	16,000 New	16,000 $276,000

Others Institutions Holding SMB

# of Institutions

87

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.71M
Shares

$46.7 Million
0.0% of portfolio
Allworth Financial LP

1.26M
Shares

$21.7 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

651K
Shares

$11.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

642K
Shares

$11.1 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

573K
Shares

$9.86 Million
2.49% of portfolio

About VANECK SHORT MUNI ETF

Ticker SMB
Sector ETFs
Industry ETFs

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