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

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

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 4,890 shares of ITM stock, worth $229,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,890
Previous 9,407 48.02%
Holding current value
$229,487
Previous $427,000 46.84%
% of portfolio
0.03%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$45.2 - $46.71 $204,168 - $210,989
-4,517 Reduced 48.02%
4,890 $227,000
Q2 2025

Aug 13, 2025
SELL
$44.27 - $45.82 $13,325 - $13,791
-301 Reduced 3.1%
9,407 $427,000
Q1 2025

Apr 24, 2025
SELL
$45.21 - $46.67 $3,300 - $3,406
-73 Reduced 0.75%
9,708 $441,000
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
193
Shares Held
38.3M
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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email