Wealth Plan Partners, LLC Vaneck ETF Tr Investment Grade Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 177,871 shares of FLTR stock, worth $4.53 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
177,871
Previous 170,765
4.16%
Holding current value
$4.53 Million
Previous $4.35 Billion
4.08%
% of portfolio
0.64%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding FLTR
# of Institutions
227Shares Held
58.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$297 Million2.12% of portfolio
-
Demars Financial Group, LLC5.41MShares$138 Million6.84% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$98.3 Million14.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77.4 Million0.02% of portfolio