Caldwell Trust CO Vaneck Long Muni ETF Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Oct 01, 2025	BUY	$19.27 - $21.64 $4,817 - $5,410	250 New	250 $4.85 Million
Q4 2021 Oct 02, 2025	BUY	$21.33 - $21.79 $5,332 - $5,447	250 New	250 $5.41 Million

Others Institutions Holding MLN

# of Institutions

134

Shares Held

33.3M

Call Options Held

42.1K

Put Options Held

0

Envestnet Asset Management Inc

4.25M
Shares

$74.9 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

3.43M
Shares

$60.4 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.8M
Shares

$49.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.72M
Shares

$47.9 Million
0.02% of portfolio
Kestra Investment Management, LLC Austin, TX

1.74M
Shares

$30.7 Million
0.82% of portfolio

About VANECK LONG MUNI ETF

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