Ever Source Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 576 shares of FLTR stock, worth $14,636. This represents 0.0% of its overall portfolio holdings.
Number of Shares
576
Previous 566
1.77%
Holding current value
$14,636
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.4 Million9.4% of portfolio