Goal Vest Advisory LLC Vaneck ETF Tr Investment Grade Transaction History
Goal Vest Advisory LLC
- $298 Million
- Q1 2024
A detailed history of Goal Vest Advisory LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Goal Vest Advisory LLC holds 430 shares of FLTR stock, worth $10,913. This represents 0.0% of its overall portfolio holdings.
Number of Shares
430
Previous 430
-0.0%
Holding current value
$10,913
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$86.9 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.3 Million9.4% of portfolio