Forvis Wealth Advisors, LLC Vaneck Short Muni ETF Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 14,070 shares of SMB stock, worth $241,019. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,070
Previous 18,034 21.98%
Holding current value
$241,019
Previous $306,000 21.9%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$16.87 - $17.03 $66,872 - $67,506
-3,964 Reduced 21.98%
14,070 $239,000
Q1 2024

Apr 19, 2024
SELL
$17.0 - $17.11 $413,882 - $416,560
-24,346 Reduced 57.45%
18,034 $306,000
Q4 2023

Jan 11, 2024
SELL
$16.61 - $17.14 $164,654 - $169,908
-9,913 Reduced 18.96%
42,380 $724,000
Q3 2023

Oct 25, 2023
SELL
$16.65 - $16.89 $760,888 - $771,856
-45,699 Reduced 46.64%
52,293 $872,000
Q2 2023

Aug 08, 2023
SELL
$16.71 - $17.06 $425,269 - $434,176
-25,450 Reduced 20.62%
97,992 $1.65 Million
Q1 2023

Apr 26, 2023
SELL
$16.7 - $17.09 $174,665 - $178,744
-10,459 Reduced 7.81%
123,442 $2.1 Million
Q4 2022

Feb 02, 2023
BUY
$16.49 - $16.94 $301,239 - $309,459
18,268 Added 15.8%
133,901 $2.26 Million
Q3 2022

Oct 13, 2022
BUY
$16.54 - $17.18 $375,309 - $389,831
22,691 Added 24.41%
115,633 $1.92 Million
Q2 2022

Jul 22, 2022
BUY
$16.77 - $17.11 $1.56 Million - $1.59 Million
92,942 New
92,942 $1.59 Million

Others Institutions Holding SMB

# of Institutions
90
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK SHORT MUNI ETF

SMB Quotes by TradingView
  • Ticker SMB
  • Sector ETFs
  • Industry ETFs
More about SMB
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