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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

VMO holding history

Invesco Municipal Opportunity Trust in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VMO overviewAll 13F holders of VMOFull Q3 2025 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of VMO by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−11,697−100.0%Sold outHolders
Q4 202311,697$112.4K<0.1%−7,250−38.3%ReducedHolders
Q3 202318,947$155.9K<0.1%−1,257−6.2%ReducedHolders
Q2 202320,204$191.1K<0.1%+1,151+6.0%AddedHolders
Q1 202319,053$186.9K<0.1%−66−0.3%ReducedHolders
Q4 202219,119$189.5K<0.1%+8,527+80.5%AddedHolders
Q3 202210,592$96.0K<0.1%00.0%UnchangedHolders
Q2 202210,592$109.0K<0.1%00.0%UnchangedHolders
Q1 202210,592$121.0K<0.1%+10,592NewHolders