Optivise Advisory Services LLC Vaneck ETF Tr Investment Grade Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Optivise Advisory Services LLC holds 22,279 shares of FLTR stock, worth $567,223. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,279Holding current value
$567,223% of portfolio
0.3%Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
213Shares Held
51.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$297 Million2.12% of portfolio
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Pinnacle Wealth Planning Services, Inc.3.86MShares$98.2 Million2.24% of portfolio
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Wells Fargo & Company San Francisco, CA2.8MShares$71.2 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.3MShares$58.6 Million0.03% of portfolio
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Morgan Stanley New York, NY1.63MShares$41.5 Million0.0% of portfolio