FOCUS Wealth Advisors, LLC ITM Holdings History
FOCUS Wealth Advisors, LLC's VanEck Intermediate Muni ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 156,012.00 shares of VanEck Intermediate Muni ETF(ITM), totaling $7.09 Mil. This investment constitutes 3.69% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.38% of the outstanding VanEck Intermediate Muni ETF(ITM) stock.
The initial trade took place in 2020Q4. And since then FOCUS Wealth Advisors, LLC has made 7 purchases of ITM, at an average price of $49.05, for a total of 192,960.00 shares. In addition, there have been 7 sales at an average price of $46.43 for 36,948.00 shares. Based on historical transaction data and ITM's current price of $45.32, FOCUS Wealth Advisors, LLC's estimated gain on his ITM holdings is $-678,929.44, reflecting a -7.17% gain to date.
FOCUS Wealth Advisors, LLC ITM ($45.32) Holding Chart
FOCUS Wealth Advisors, LLC ITM ($45.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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