Hb Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$24.5 - $25.16 $387,688 - $398,131	-15,824 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$24.98 - $25.33 $395,283 - $400,821	15,824 New	15,824 $397,000

Others Institutions Holding FLTR

# of Institutions

209

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.98M
Shares

$102 Million
13.84% of portfolio
Wells Fargo & Company San Francisco, CA

2.8M
Shares

$71.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$58.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$41.5 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.4M
Shares

$35.7 Million
0.06% of portfolio

About VANECK ETF TR INVESTMENT GRADE

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