Modern Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
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 66,600 shares of FLTR stock, worth $1.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
66,600
Previous 569,022
88.3%
Holding current value
$1.7 Million
Previous $14.5 Million
88.32%
% of portfolio
0.04%
Previous 0.48%
Shares
11 transactions
Others Institutions Holding FLTR
# of Institutions
244Shares Held
55.7MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC5.16MShares$132 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA4.31MShares$110 Million0.02% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.27MShares$109 Million14.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$105 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.23MShares$56.9 Million0.0% of portfolio