Creative Planning Vaneck Short High Yield Muni E Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	SELL	$21.6 - $22.39 $734,184 - $761,036	-33,990 Reduced 52.97%	30,182 $652,000
Q2 2023 Jul 21, 2023	BUY	$21.88 - $22.59 $162,874 - $168,159	7,444 Added 13.12%	64,172 $1.43 Million
Q1 2023 May 15, 2023	SELL	$22.03 - $22.73 $163,991 - $169,202	-7,444 Reduced 11.6%	56,728 $1.26 Million
Q4 2022 Feb 10, 2023	BUY	$21.49 - $22.6 $675,000 - $709,866	31,410 Added 95.87%	64,172 $1.43 Million
Q3 2022 Nov 03, 2022	BUY	$21.73 - $23.18 $252,459 - $269,305	11,618 Added 54.95%	32,762 $713,000
Q2 2022 Aug 15, 2022	SELL	$21.99 - $23.31 $69,488 - $73,659	-3,160 Reduced 13.0%	21,144 $475,000
Q4 2021 Feb 11, 2022	SELL	$24.9 - $25.26 $90,038 - $91,340	-3,616 Reduced 12.95%	24,304 $611,000
Q3 2021 Nov 10, 2021	BUY	$25.1 - $25.6 $198,792 - $202,752	7,920 Added 39.6%	27,920 $701,000
Q2 2021 Aug 04, 2021	BUY	$24.97 - $25.45 $499,400 - $509,000	20,000 New	20,000 $509,000

Others Institutions Holding SHYD

# of Institutions

123

Shares Held

8.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.41M
Shares

$32.1 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.36M
Shares

$30.9 Million
0.07% of portfolio
Morgan Stanley New York, NY

902K
Shares

$20.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$16.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$9.34 Million
0.0% of portfolio

About VANECK SHORT HIGH YIELD MUNI E

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