Colonial River Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 21,112 shares of FLTR stock, worth $536,033. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,112
Previous 40,747
48.19%
Holding current value
$536,033
Previous $1.02 Million
47.46%
% of portfolio
0.3%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.3 Million9.4% of portfolio