Wealth Plan Partners, LLC Vaneck ETF Tr Investment Grade Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 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 167,081 shares of FLTR stock, worth $4.24 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
167,081
Previous 175,167
4.62%
Holding current value
$4.24 Million
Previous $4.47 Billion
4.62%
% of portfolio
0.46%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding FLTR
# of Institutions
194Shares Held
43.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$158 Million0.14% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.65MShares$92.7 Million13.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.85MShares$72.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.18MShares$55.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$54.4 Million0.03% of portfolio