Robertson Stephens Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 558,835 shares of FLTR stock, worth $14.2 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
558,835
Previous 563,429
0.82%
Holding current value
$14.2 Million
Previous $14.4 Million
0.89%
% of portfolio
0.52%
Previous 0.53%
Shares
2 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