Modern Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Modern Wealth Management, LLC holds 574,634 shares of FLTR stock, worth $14.6 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
574,634
Previous 456,168
25.97%
Holding current value
$14.6 Million
Previous $11.6 Billion
26.02%
% of portfolio
0.51%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
228Shares 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