Optivise Advisory Services LLC Vaneck ETF Tr Investment Grade Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
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 34,689 shares of FLTR stock, worth $884,222. This represents 0.48% of its overall portfolio holdings.
Number of Shares
34,689
Previous 22,279
55.7%
Holding current value
$884,222
Previous $567 Million
55.58%
% of portfolio
0.48%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
228Shares Held
58.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$297 Million2.12% of portfolio
-
Demars Financial Group, LLC5.41MShares$138 Million6.84% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$98.3 Million14.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77.4 Million0.02% of portfolio