Creative One Wealth, LLC Vaneck Intermediate Muni ETF Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$45.32 - $46.87 $328,026 - $339,245	7,238 New	7,238 $331,000
Q3 2022 Nov 14, 2022	SELL	$43.54 - $46.93 $68,706 - $74,055	-1,578 Reduced 21.67%	5,703 $248,000
Q2 2022 Aug 12, 2022	SELL	$44.55 - $47.22 $85,402 - $90,520	-1,917 Reduced 20.84%	7,281 $333,000
Q1 2022 May 13, 2022	SELL	$47.13 - $51.25 $83,325 - $90,610	-1,768 Reduced 16.12%	9,198 $435,000
Q4 2021 Feb 15, 2022	SELL	$50.85 - $51.43 $192,009 - $194,199	-3,776 Reduced 25.61%	10,966 $562,000
Q3 2021 Nov 16, 2021	BUY	$51.24 - $52.24 $33,767 - $34,426	659 Added 4.68%	14,742 $755,000
Q2 2021 Aug 13, 2021	BUY	$51.12 - $52.03 $47,592 - $48,439	931 Added 7.08%	14,083 $730,000
Q1 2021 May 17, 2021	BUY	$50.99 - $52.34 $34,214 - $35,120	671 Added 5.38%	13,152 $674,000
Q4 2020 Feb 12, 2021	BUY	$50.91 - $52.11 $231,335 - $236,787	4,544 Added 57.25%	12,481 $650,000
Q3 2020 Nov 13, 2020	BUY	$50.84 - $51.98 $149,317 - $152,665	2,937 Added 58.74%	7,937 $407,000
Q2 2020 Aug 13, 2020	BUY	$47.37 - $51.03 $7,863 - $8,470	166 Added 3.43%	5,000 $255,000
Q1 2020 May 14, 2020	BUY	$39.2 - $52.09 $189,492 - $251,803	4,834 New	4,834 $237,000

Others Institutions Holding ITM

# of Institutions

179

Shares Held

33.5M

Call Options Held

0

Put Options Held

0

About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative One Wealth, LLC with notifications on news.