Number of Shares
113,095.00
Current Holdings Value*
$5.15 Mil
% of Portfolio
1.59%
Total Estimate Gain
$-706,260.74
% of Total Estimate Gain
-5.39%

Proquility Private Wealth Partners, LLC's VanEck Intermediate Muni ETF Holding Summary

As of 2025-03-31, Proquility Private Wealth Partners, LLC held 113,095.00 shares of VanEck Intermediate Muni ETF(ITM), totaling $5.15 Mil. This investment constitutes 1.59% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.26% of the outstanding VanEck Intermediate Muni ETF(ITM) stock.

The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 3 purchases of ITM, at an average price of $48.38, for a total of 270,959.00 shares. In addition, there have been 14 sales at an average price of $46.09 for 157,864.00 shares. Based on historical transaction data and ITM's current price of $45.34, Proquility Private Wealth Partners, LLC's estimated gain on his ITM holdings is $-706,260.74, reflecting a -5.39% gain to date.

Proquility Private Wealth Partners, LLC ITM ($45.34) Holding Chart

Proquility Private Wealth Partners, LLC ITM ($45.34) 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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