Marcum Wealth, LLC Vaneck Cef Muni Income ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Vaneck Cef Muni Income ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 22,997 shares of XMPT stock, worth $477,877. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,997

Previous 946,502 97.57%

Holding current value

$477,877

Previous $20.3 Million 97.57%

% of portfolio

0.04%

Previous 1.78%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$21.43 - $22.4 $19.8 Million - $20.7 Million	-923,505 Reduced 97.57%	22,997 $494,000
Q4 2024 Jan 13, 2025	BUY	$21.33 - $23.19 $936,450 - $1.02 Million	43,903 Added 4.86%	946,502 $20.3 Million
Q3 2024 Oct 08, 2024	SELL	$21.85 - $23.17 $273,846 - $290,389	-12,533 Reduced 1.37%	902,599 $20.9 Million
Q2 2024 Jul 02, 2024	SELL	$20.75 - $22.01 $332,083 - $352,248	-16,004 Reduced 1.72%	915,132 $20.1 Million
Q1 2024 Apr 10, 2024	BUY	$20.81 - $21.65 $834,460 - $868,143	40,099 Added 4.5%	931,136 $20.2 Million
Q4 2023 Jan 10, 2024	BUY	$18.01 - $21.4 $593,069 - $704,702	32,930 Added 3.84%	891,037 $18.9 Million
Q3 2023 Oct 10, 2023	BUY	$18.77 - $21.4 $1.13 Million - $1.29 Million	60,049 Added 7.52%	858,107 $16.2 Million
Q2 2023 Jul 13, 2023	BUY	$20.36 - $21.84 $1.07 Million - $1.15 Million	52,799 Added 7.08%	798,058 $16.9 Million
Q1 2023 Apr 19, 2023	BUY	$21.04 - $22.64 $1.26 Million - $1.36 Million	60,041 Added 8.76%	745,259 $16.2 Million
Q4 2022 Jan 12, 2023	BUY	$19.78 - $22.14 $13.6 Million - $15.2 Million	685,218 New	685,218 $0
Q4 2020 Feb 09, 2021	SELL	$26.59 - $28.51 $10.6 Million - $11.4 Million	-399,632 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$26.2 - $27.83 $269,860 - $286,649	10,300 Added 2.65%	399,632 $10.7 Million
Q2 2020 Aug 14, 2020	BUY	$23.68 - $26.29 $9.22 Million - $10.2 Million	389,332 New	389,332 $10.2 Million
Q1 2020 May 14, 2020	SELL	$21.39 - $28.71 $13.5 Million - $18.2 Million	-632,442 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$27.03 - $27.73 $17.1 Million - $17.5 Million	632,442 New	632,442 $17.4 Million

Others Institutions Holding XMPT

# of Institutions

Shares Held

4.48M

Call Options Held

Put Options Held

View Full List

About VANECK CEF MUNI INCOME ETF

Ticker XMPT
Sector ETFs
Industry ETFs

More about XMPT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Vaneck Cef Muni Income ETF Transaction History