New Edge Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$24.7 - $24.95 $8,002 - $8,083	324 New	324 $8,000
Q2 2022 Aug 09, 2022	BUY	$24.5 - $25.16 $351,869 - $361,347	14,362 New	14,362 $355,000

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

Ticker FLTR
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