Geo Wealth Management, LLC Vaneck Long Muni ETF Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$16.19 - $17.86 $8,758 - $9,662	-541 Reduced 5.25%	9,771 $171,000
Q3 2022 Nov 14, 2022	SELL	$16.64 - $18.62 $172,540 - $193,070	-10,369 Reduced 50.14%	10,312 $172,000
Q2 2022 Aug 12, 2022	SELL	$17.18 - $19.38 $14,431 - $16,279	-840 Reduced 3.9%	20,681 $365,000
Q1 2022 May 13, 2022	BUY	$19.27 - $21.64 $23,952 - $26,898	1,243 Added 6.13%	21,521 $417,000
Q4 2021 Feb 14, 2022	SELL	$21.33 - $21.79 $432,828 - $442,162	-20,292 Reduced 50.02%	20,278 $439,000
Q3 2021 Nov 12, 2021	SELL	$21.52 - $22.14 $639,230 - $657,646	-29,704 Reduced 42.27%	40,570 $873,000
Q2 2021 Aug 17, 2021	BUY	$21.39 - $21.98 $1.5 Million - $1.54 Million	70,274 New	70,274 $1.54 Million
Q1 2021 May 13, 2021	SELL	$21.17 - $22.01 $729,624 - $758,574	-34,465 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$21.14 - $21.86 $728,590 - $753,404	34,465 New	34,465 $748,000

Others Institutions Holding MLN

# of Institutions

112

Shares Held

20.8M

Call Options Held

0

Put Options Held

0

Raymond James & Associates St Petersburg, FL

3.43M
Shares

$62.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.28M
Shares

$59.8 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

1.67M
Shares

$30.5 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$22.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

607K
Shares

$11.1 Million
0.0% of portfolio

About VANECK LONG MUNI ETF

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