Concord Wealth Partners Vaneck ETF Tr Investment Grade Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Concord Wealth Partners holds 51,838 shares of FLTR stock, worth $1.32 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
51,838
Previous 96,166
46.1%
Holding current value
$1.32 Million
Previous $2.45 Million
45.89%
% of portfolio
0.22%
Previous 0.41%
Shares
15 transactions
Others Institutions Holding FLTR
# of Institutions
240Shares Held
61.1MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$319 Million14.03% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$98 Million14.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78.1 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.32MShares$59 Million0.0% of portfolio