Bogart Wealth, LLC Vaneck ETF Tr Investment Grade Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$24.7 - $24.95 $71,580 - $72,305	-2,898 Reduced 49.99%	2,899 $72,000
Q3 2021 Oct 15, 2021	BUY	$25.35 - $25.4 $146,953 - $147,243	5,797 New	5,797 $147,000

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

$102 Million
13.84% of portfolio
Wells Fargo & Company San Francisco, CA

2.8M
Shares

$71.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$58.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$41.5 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.4M
Shares

$35.7 Million
0.06% of portfolio

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
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