Stokes Family Office, LLC Vaneck Intermediate Muni ETF Transaction History

Stokes Family Office, LLC

$834 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$44.1 - $46.32 $1.1 Million - $1.15 Million	24,893 Added 48.15%	76,592 $3.38 Million
Q2 2023 Aug 14, 2023	BUY	$45.32 - $46.87 $440,374 - $455,435	9,717 Added 23.15%	51,699 $2.38 Million
Q1 2023 May 08, 2023	BUY	$45.33 - $46.87 $101,811 - $105,270	2,246 Added 5.65%	41,982 $1.95 Million
Q4 2022 Feb 14, 2023	SELL	$43.38 - $46.05 $34,964 - $37,116	-806 Reduced 1.99%	39,736 $1.81 Million
Q3 2022 Nov 10, 2022	BUY	$43.54 - $46.93 $921,567 - $993,320	21,166 Added 109.24%	40,542 $1.77 Million
Q2 2022 Aug 05, 2022	BUY	$44.55 - $47.22 $863,200 - $914,934	19,376 New	19,376 $885,000
Q1 2022 May 16, 2022	SELL	$47.13 - $51.25 $234,518 - $255,020	-4,976 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$50.85 - $51.43 $253,029 - $255,915	4,976 New	4,976 $255,000

Others Institutions Holding ITM

# of Institutions

178

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.2M
Shares

$712 Million
0.06% of portfolio
Goodwin Investment Advisory Woodstock, GA

3.23M
Shares

$151 Million
40.75% of portfolio
Northwestern Mutual Wealth Management CO

2.74M
Shares

$128 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$72.5 Million
0.04% of portfolio
Htlf Bank Denver, CO

1.05M
Shares

$49.3 Million
5.49% of portfolio

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 Stokes Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Family Office, LLC with notifications on news.