Marcum Wealth, LLC Vaneck Cef Muni Income ETF Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

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 915,132 shares of XMPT stock, worth $20.7 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
915,132
Previous 931,136 1.72%
Holding current value
$20.7 Million
Previous $20.2 Million 0.08%
% of portfolio
2.04%
Previous 2.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-399,632 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
N/A
10,300 Added 2.65%
399,632 $10.7 Million
Q2 2020

Aug 14, 2020
BUY
N/A
389,332 New
389,332 $10.2 Million
Q1 2020

May 14, 2020
SELL
N/A
-632,442 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
N/A
632,442 New
632,442 $17.4 Million

Others Institutions Holding XMPT

# of Institutions
58
Shares Held
6.75M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK CEF MUNI INCOME ETF

XMPT Quotes by TradingView
  • Ticker XMPT
  • Sector ETFs
  • Industry ETFs
More about XMPT
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email