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

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$25.36 - $25.52 $43,162 - $43,435	1,702 Added 4.76%	37,430 $954,000
Q1 2024 May 06, 2024	BUY	$25.16 - $25.51 $898,916 - $911,421	35,728 New	35,728 $911,000

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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