Disciplined Investments, LLC Vaneck ETF Tr Investment Grade Transaction History

Disciplined Investments, LLC

$180 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$24.71 - $24.95 $24 - $24	-1 Reduced 50.0%	1 $0
Q4 2019 May 19, 2020	BUY	N/A	2 New	2 $0

Others Institutions Holding FLTR

# of Institutions

180

Shares Held

32.4M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.42M
Shares

$87 Million
12.93% of portfolio
Wells Fargo & Company San Francisco, CA

2.76M
Shares

$70.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$43.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.57M
Shares

$39.9 Million
0.02% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

1.51M
Shares

$38.4 Million
9.4% of portfolio

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
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