Axxcess Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

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 19,528 shares of FLTR stock, worth $497,182. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,528

Previous 19,700 0.87%

Holding current value

$497,182

Previous $501,000 0.6%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$25.44 - $25.58 $4,375 - $4,399	-172 Reduced 0.87%	19,528 $498,000
Q4 2024 Feb 10, 2025	SELL	$25.35 - $25.53 $17,415 - $17,539	-687 Reduced 3.37%	19,700 $501,000
Q3 2024 Nov 04, 2024	SELL	$25.19 - $25.5 $19,925 - $20,170	-791 Reduced 3.74%	20,387 $519,000
Q2 2024 Aug 09, 2024	BUY	$25.36 - $25.52 $537,074 - $540,462	21,178 New	21,178 $540,000
Q2 2023 Aug 08, 2023	BUY	$24.86 - $25.25 $187,717 - $190,662	7,551 Added 22.7%	40,811 $1.03 Million
Q1 2023 May 03, 2023	SELL	$24.62 - $25.32 $36,536 - $37,574	-1,484 Reduced 4.27%	33,260 $830,000
Q4 2022 Feb 14, 2023	BUY	$24.7 - $24.95 $858,176 - $866,862	34,744 New	34,744 $864,000
Q2 2022 Aug 11, 2022	SELL	$24.5 - $25.16 $197,592 - $202,915	-8,065 Closed	0 $0
Q1 2022 Aug 11, 2022	BUY	$24.98 - $25.33 $201,463 - $204,286	8,065 New	8,065 $202,000

Others Institutions Holding FLTR

# of Institutions

250

Shares Held

67.8M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

More about FLTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History