Ep Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 24,985 shares of FLTR stock, worth $636,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,985
Previous 25,160 0.7%
Holding current value
$636,867
Previous $642,000 0.78%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.96 - $25.5 $4,368 - $4,462
-175 Reduced 0.7%
24,985 $637,000
Q1 2025

May 15, 2025
SELL
$25.44 - $25.58 $45,435 - $45,685
-1,786 Reduced 6.63%
25,160 $642,000
Q4 2024

Feb 13, 2025
SELL
$25.35 - $25.53 $154,102 - $155,196
-6,079 Reduced 18.41%
26,946 $685,000
Q3 2024

Nov 14, 2024
BUY
$25.19 - $25.5 $140,459 - $142,188
5,576 Added 20.31%
33,025 $841,000
Q2 2024

Aug 19, 2024
BUY
$25.36 - $25.52 $431 - $433
17 Added 0.06%
27,449 $700,000
Q1 2024

May 14, 2024
BUY
$25.16 - $25.51 $427 - $433
17 Added 0.06%
27,432 $699,000
Q4 2023

Feb 28, 2024
SELL
$25.1 - $25.26 $87,423 - $87,980
-3,483 Reduced 11.27%
27,415 $689,000
Q3 2023

Nov 22, 2023
BUY
$25.12 - $25.31 $345,224 - $347,835
13,743 Added 80.11%
30,898 $781,000
Q2 2023

Aug 14, 2023
BUY
$24.86 - $25.25 $201,962 - $205,131
8,124 Added 89.96%
17,155 $433,000
Q1 2023

Jun 05, 2023
SELL
$24.62 - $25.32 $1.15 Million - $1.18 Million
-46,623 Reduced 83.77%
9,031 $225,000
Q4 2022

Jun 12, 2023
BUY
$24.7 - $24.95 $703,875 - $711,000
28,497 Added 315.55%
37,528 $933,000
Q3 2022

Dec 02, 2022
BUY
$24.58 - $25.03 $1.37 Million - $1.39 Million
55,654 New
55,654 $1.38 Million
Q2 2022

Aug 11, 2022
SELL
$24.5 - $25.16 $98,000 - $100,640
-4,000 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$24.98 - $25.33 $99,920 - $101,320
4,000 New
4,000 $100,000

Others Institutions Holding FLTR

# of Institutions
245
Shares Held
53.7M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR INVESTMENT GRADE

FLTR Quotes by TradingView
  • Ticker FLTR
  • Sector ETFs
  • Industry ETFs
More about FLTR
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email