Kingsview Wealth Management, LLC Vaneck Short High Yield Muni E Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$21.94 - $22.41 $2,325 - $2,375	-106 Reduced 0.75%	14,118 $316,000
Q4 2023 Feb 08, 2024	BUY	$21.31 - $22.2 $17,154 - $17,871	805 Added 6.0%	14,224 $314,000
Q3 2023 Nov 07, 2023	BUY	$21.6 - $22.39 $4,428 - $4,589	205 Added 1.55%	13,419 $290,000
Q2 2023 Aug 10, 2023	SELL	$21.88 - $22.59 $34,832 - $35,963	-1,592 Reduced 10.75%	13,214 $294,000
Q1 2023 May 15, 2023	SELL	$22.03 - $22.73 $12,865 - $13,274	-584 Reduced 3.79%	14,806 $330,000
Q4 2022 Feb 13, 2023	BUY	$21.49 - $22.6 $795 - $836	37 Added 0.24%	15,390 $342,000
Q3 2022 Nov 14, 2022	BUY	$21.73 - $23.18 $19,078 - $20,352	878 Added 6.07%	15,353 $334,000
Q2 2022 Aug 16, 2022	SELL	$21.99 - $23.31 $14,997 - $15,897	-682 Reduced 4.5%	14,475 $325,000
Q1 2022 Feb 08, 2024	BUY	$22.96 - $25.13 $12,582 - $13,771	548 Added 3.85%	14,772 $0
Q4 2021 Feb 17, 2022	BUY	$24.9 - $25.26 $377,409 - $382,865	15,157 New	15,157 $381,000

Others Institutions Holding SHYD

# of Institutions

120

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.34M
Shares

$30.4 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.25M
Shares

$28.3 Million
0.07% of portfolio
Morgan Stanley New York, NY

960K
Shares

$21.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

820K
Shares

$18.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

441K
Shares

$9.98 Million
0.0% of portfolio

About VANECK SHORT HIGH YIELD MUNI E

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