Optivise Advisory Services LLC Vaneck ETF Tr Investment Grade Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 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 48,135 shares of FLTR stock, worth $1.22 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
48,135
Previous 34,689
38.76%
Holding current value
$1.22 Million
Previous $883 Million
39.31%
% of portfolio
0.69%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding FLTR
# of Institutions
250Shares Held
67.8MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$319 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$96.1 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.26MShares$57.6 Million0.0% of portfolio