Montis Financial, LLC Vaneck ETF Tr Investment Grade Transaction History
Montis Financial, LLC
- $280 Million
- Q3 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 143,726 shares of FLTR stock, worth $3.67 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
143,726
Previous 89,197
61.13%
Holding current value
$3.67 Million
Previous $2.28 Million
60.88%
% of portfolio
1.31%
Previous 1.04%
Shares
4 transactions
Others Institutions Holding FLTR
# of Institutions
211Shares Held
50.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio