Octavia Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 9,980 shares of FLTR stock, worth $253,392. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,980
Previous 9,980
-0.0%
Holding current value
$253,392
Previous $250,000
1.6%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.3 Million9.4% of portfolio