Atlantic Edge Private Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

$323 Billion
Q4 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$45.56 - $46.97 $0 - $0	0 New	0 $1,000
Q3 2024 Nov 06, 2024	BUY	$45.67 - $47.0 $0 - $0	0 New	0 $1,000
Q2 2024 Jul 26, 2024	SELL	$45.32 - $46.3 $906 - $926	-20 Closed	0 $1,000
Q4 2023 Feb 08, 2024	BUY	$43.42 - $47.11 $868 - $942	20 New	20 $932,000

Others Institutions Holding ITM

# of Institutions

197

Shares Held

38.1M

Call Options Held

25.7K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

18.2M
Shares

$834 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

3.23M
Shares

$148 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$81.2 Million
0.03% of portfolio
Htlf Bank Denver, CO

1.27M
Shares

$58.2 Million
6.62% of portfolio
Envestnet Asset Management Inc

1.21M
Shares

$55.3 Million
0.02% of portfolio

View Full List

About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
Sector ETFs
Industry ETFs

More about ITM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Account