Bdo Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$25.19 - $25.35 $51,639 - $51,967	-2,050 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	2,050 New	2,050 $52,000

Others Institutions Holding FLTR

# of Institutions

209

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.98M
Shares

$101 Million
13.84% of portfolio
Wells Fargo & Company San Francisco, CA

2.8M
Shares

$71.1 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$58.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$41.4 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.4M
Shares

$35.6 Million
0.06% of portfolio

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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.