Concord Wealth Partners Vaneck Long Muni ETF Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$17.83 - $18.23 $624 - $638	-35 Reduced 4.93%	675 $12,000
Q4 2023 Feb 05, 2024	BUY	$16.18 - $18.27 $11,487 - $12,971	710 New	710 $12,000

Others Institutions Holding MLN

# of Institutions

119

Shares Held

27.7M

Call Options Held

38.4K

Put Options Held

100

Raymond James & Associates St Petersburg, FL

3.43M
Shares

$57.7 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.09M
Shares

$52.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$40.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$28.8 Million
0.0% of portfolio
Kestra Investment Management, LLC Austin, TX

1.61M
Shares

$27.1 Million
0.89% of portfolio

About VANECK LONG MUNI ETF

Ticker MLN
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