Concord Wealth Partners Vaneck ETF Tr Investment Grade Transaction History
Concord Wealth Partners
- $673 Million
- Q2 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 46,310 shares of FLTR stock, worth $1.18 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
46,310
Previous 51,838
10.66%
Holding current value
$1.18 Million
Previous $1.32 Million
10.88%
% of portfolio
0.18%
Previous 0.22%
Shares
16 transactions
Others Institutions Holding FLTR
# of Institutions
249Shares Held
56.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.4.15MShares$106 Million16.21% of portfolio
-
Wells Fargo & Company San Francisco, CA3.97MShares$102 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.78MShares$96.6 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.26MShares$57.9 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.92MShares$49.2 Million0.08% of portfolio