One Ascent Wealth Management LLC Vaneck ETF Tr Investment Grade Transaction History
One Ascent Wealth Management LLC
- $177 Million
- Q3 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 33,186 shares of FLTR stock, worth $846,574. This represents 0.48% of its overall portfolio holdings.
Number of Shares
33,186
Previous 35,124
5.52%
Holding current value
$846,574
Previous $896,000
5.36%
% of portfolio
0.48%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding FLTR
# of Institutions
256Shares Held
56.7MCall Options Held
23.5KPut Options Held
10.5K-
Wealthfront Advisers LLC4.94MShares$126 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.58MShares$117 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.5MShares$115 Million0.02% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.45MShares$114 Million13.58% of portfolio
-
Morgan Stanley New York, NY2.2MShares$56 Million0.0% of portfolio