Balanced Rock Investment Advisor Vaneck ETF Tr Investment Grade Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 17,366 shares of FLTR stock, worth $440,922. This represents 0.38% of its overall portfolio holdings.
Number of Shares
17,366
Previous 36,453
52.36%
Holding current value
$440,922
Previous $917 Million
51.68%
% of portfolio
0.38%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.3 Million9.4% of portfolio