Insight Wealth Strategies, LLC Vaneck ETF Tr Investment Grade Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 424,029 shares of FLTR stock, worth $10.8 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
424,029
Previous 786,589
46.09%
Holding current value
$10.8 Million
Previous $20.1 Million
46.17%
% of portfolio
1.44%
Previous 2.87%
Shares
5 transactions
Others Institutions Holding FLTR
# of Institutions
202Shares Held
43.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$158 Million0.14% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.65MShares$93 Million13.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.85MShares$72.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.18MShares$55.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$54.5 Million0.03% of portfolio