Montis Financial, LLC Vaneck ETF Tr Investment Grade Transaction History
Montis Financial, LLC
- $338 Million
- Q1 2025
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 194,215 shares of FLTR stock, worth $4.95 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
194,215
Previous 140,929
37.81%
Holding current value
$4.95 Million
Previous $3.59 Million
38.37%
% of portfolio
1.47%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding FLTR
# of Institutions
250Shares Held
67.9MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$320 Million14.03% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.15MShares$106 Million16.21% of portfolio
-
Wells Fargo & Company San Francisco, CA3.97MShares$101 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.78MShares$96.3 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.26MShares$57.7 Million0.0% of portfolio