Regent Peak Wealth Advisors LLC Vaneck Intermediate Muni ETF Transaction History

Regent Peak Wealth Advisors LLC

$449 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$43.42 - $47.11 $187,617 - $203,562	4,321 New	4,321 $203,000
Q1 2023 Apr 24, 2023	BUY	$45.33 - $46.87 $195,870 - $202,525	4,321 New	4,321 $200,000
Q2 2022 Aug 11, 2022	SELL	$44.55 - $47.22 $80,279 - $85,090	-1,802 Reduced 26.94%	4,887 $223,000
Q1 2022 May 03, 2022	SELL	$47.13 - $51.25 $300,548 - $326,821	-6,377 Reduced 48.81%	6,689 $317,000
Q4 2021 Feb 11, 2022	SELL	$50.85 - $51.43 $140,091 - $141,689	-2,755 Reduced 17.41%	13,066 $670,000
Q3 2021 Nov 08, 2021	SELL	$51.24 - $52.24 $5,226 - $5,328	-102 Reduced 0.64%	15,821 $811,000
Q2 2021 Aug 16, 2021	SELL	$51.12 - $52.03 $37,828 - $38,502	-740 Reduced 4.44%	15,923 $830,000
Q1 2021 Apr 28, 2021	SELL	$50.99 - $52.34 $61,238 - $62,860	-1,201 Reduced 6.72%	16,663 $853,000
Q4 2020 Feb 12, 2021	SELL	$50.91 - $52.11 $5,091 - $5,211	-100 Reduced 0.56%	17,864 $930,000
Q2 2020 Aug 05, 2020	BUY	$47.37 - $51.03 $41,543 - $44,753	877 Added 5.13%	17,964 $915,000
Q1 2020 Apr 27, 2020	SELL	$39.2 - $52.09 $134,926 - $179,293	-3,442 Reduced 16.77%	17,087 $839,000
Q4 2019 Feb 14, 2020	BUY	$49.84 - $50.73 $1.02 Million - $1.04 Million	20,529 New	20,529 $1.03 Million

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 Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.