Capital Advisors Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History

Capital Advisors Wealth Management, LLC

$556 Million
Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 9,781 shares of ITM stock, worth $453,642. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,781

Previous 9,692 0.92%

Holding current value

$453,642

Previous $455,000 1.1%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$45.56 - $46.97 $4,054 - $4,180	89 Added 0.92%	9,781 $450,000
Q3 2024 Oct 15, 2024	BUY	$45.67 - $47.0 $3,014 - $3,102	66 Added 0.69%	9,692 $455,000
Q2 2024 Jul 16, 2024	BUY	$45.32 - $46.3 $2,991 - $3,055	66 Added 0.69%	9,626 $441,000
Q1 2024 Apr 12, 2024	BUY	$46.21 - $47.1 $2,865 - $2,920	62 Added 0.65%	9,560 $444,000
Q4 2023 Jan 08, 2024	BUY	$43.42 - $47.11 $2,561 - $2,779	59 Added 0.63%	9,498 $446,000
Q3 2023 Oct 10, 2023	BUY	$44.1 - $46.32 $2,557 - $2,686	58 Added 0.62%	9,439 $416,000
Q2 2023 Jul 11, 2023	BUY	$45.32 - $46.87 $61,363 - $63,461	1,354 Added 16.87%	9,381 $432,000
Q1 2023 Apr 14, 2023	BUY	$45.33 - $46.87 $2,039 - $2,109	45 Added 0.56%	8,027 $373,000
Q4 2022 Feb 09, 2023	BUY	$43.38 - $46.05 $1,735 - $1,842	40 Added 0.5%	7,982 $364,000
Q3 2022 Nov 14, 2022	SELL	$43.54 - $46.93 $69,141 - $74,524	-1,588 Reduced 16.66%	7,942 $346,000
Q2 2022 Aug 04, 2022	SELL	$44.55 - $47.22 $86,917 - $92,126	-1,951 Reduced 16.99%	9,530 $435,000
Q1 2022 May 09, 2022	BUY	$47.13 - $51.25 $2,167 - $2,357	46 Added 0.4%	11,481 $543,000
Q4 2021 Feb 04, 2022	SELL	$50.85 - $51.43 $81,461 - $82,390	-1,602 Reduced 12.29%	11,435 $586,000
Q3 2021 Nov 12, 2021	BUY	$51.24 - $52.24 $89,567 - $91,315	1,748 Added 15.48%	13,037 $668,000
Q2 2021 Aug 13, 2021	BUY	$51.12 - $52.03 $2,607 - $2,653	51 Added 0.45%	11,289 $585,000
Q1 2021 Apr 20, 2021	BUY	$50.99 - $52.34 $573,025 - $588,196	11,238 New	11,238 $576,000

Others Institutions Holding ITM

# of Institutions

197

Shares Held

38.1M

Call Options Held

25.7K

Put Options Held

1.3K

View Full List

About VANECK INTERMEDIATE MUNI ETF

Ticker ITM
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Industry ETFs

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Capital Advisors Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History