Concord Wealth Partners Vaneck ETF Tr Investment Grade Transaction History
Concord Wealth Partners
- $710 Million
- Q3 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 41,874 shares of FLTR stock, worth $1.07 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
41,874
Previous 46,310
9.58%
Holding current value
$1.07 Million
Previous $1.18 Million
9.32%
% of portfolio
0.15%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding FLTR
# of Institutions
255Shares Held
56.7MCall Options Held
23.5KPut Options Held
10.5K-
Wealthfront Advisers LLC4.94MShares$126 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.58MShares$117 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.5MShares$115 Million0.02% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.45MShares$114 Million13.58% of portfolio
-
Morgan Stanley New York, NY2.2MShares$56 Million0.0% of portfolio