Montis Financial, LLC Vaneck ETF Tr Investment Grade Transaction History
Montis Financial, LLC
- $218 Million
- Q2 2024
A detailed history of Montis Financial, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Montis Financial, LLC holds 89,197 shares of FLTR stock, worth $2.27 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
89,197
Previous 71,800
24.23%
Holding current value
$2.27 Million
Previous $1.83 Million
24.25%
% of portfolio
1.04%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
193Shares Held
43.1MCall 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$92.9 Million13.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.85MShares$72.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.18MShares$55.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$54.5 Million0.03% of portfolio