Optivise Advisory Services LLC Vaneck ETF Tr Investment Grade Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Optivise Advisory Services LLC holds 49,815 shares of FLTR stock, worth $1.27 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
49,815
Previous 48,135
3.49%
Holding current value
$1.27 Million
Previous $1.23 Billion
3.29%
% of portfolio
0.65%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding FLTR
# of Institutions
243Shares Held
55.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC5.16MShares$131 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA4.31MShares$110 Million0.02% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.27MShares$109 Million14.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$105 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.23MShares$56.9 Million0.0% of portfolio