Axxcess Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 20,387 shares of FLTR stock, worth $520,887. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,387
Previous 21,178
3.74%
Holding current value
$520,887
Previous $540,000
3.89%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding FLTR
# of Institutions
207Shares Held
50.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio