Regent Peak Wealth Advisors LLC Vaneck Intermediate Muni ETF Transaction History

Regent Peak Wealth Advisors LLC

  • $393 Million
  • Q1 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,321 shares of ITM stock, worth $198,593. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,321
Previous 4,321 -0.0%
Holding current value
$198,593
Previous $203,000 1.48%
% of portfolio
0.05%
Previous 0.06%

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
N/A
-1,802 Reduced 26.94%
4,887 $223,000
Q1 2022

May 03, 2022
SELL
N/A
-6,377 Reduced 48.81%
6,689 $317,000
Q4 2021

Feb 11, 2022
SELL
N/A
-2,755 Reduced 17.41%
13,066 $670,000
Q3 2021

Nov 08, 2021
SELL
N/A
-102 Reduced 0.64%
15,821 $811,000
Q2 2021

Aug 16, 2021
SELL
N/A
-740 Reduced 4.44%
15,923 $830,000
Q1 2021

Apr 28, 2021
SELL
N/A
-1,201 Reduced 6.72%
16,663 $853,000
Q4 2020

Feb 12, 2021
SELL
N/A
-100 Reduced 0.56%
17,864 $930,000
Q2 2020

Aug 05, 2020
BUY
N/A
877 Added 5.13%
17,964 $915,000
Q1 2020

Apr 27, 2020
SELL
N/A
-3,442 Reduced 16.77%
17,087 $839,000
Q4 2019

Feb 14, 2020
BUY
N/A
20,529 New
20,529 $1.03 Million

Others Institutions Holding ITM

# of Institutions
180
Shares Held
34.7M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK INTERMEDIATE MUNI ETF

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

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email