One Ascent Wealth Management LLC Vaneck ETF Tr Investment Grade Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
A detailed history of One Ascent Wealth Management LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 44,118 shares of FLTR stock, worth $1.13 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
44,118
Previous 38,050
15.95%
Holding current value
$1.13 Million
Previous $968,000
16.43%
% of portfolio
0.49%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
250Shares Held
68.5MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$321 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$96.6 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.26MShares$57.8 Million0.0% of portfolio