Robertson Stephens Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

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 184,373 shares of FLTR stock, worth $4.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
184,373
Previous 318,722 42.15%
Holding current value
$4.7 Million
Previous $8.14 Million 42.25%
% of portfolio
0.15%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$24.96 - $25.5 $3.35 Million - $3.43 Million
-134,349 Reduced 42.15%
184,373 $4.7 Million
Q1 2025

Apr 17, 2025
SELL
$25.44 - $25.58 $6.11 Million - $6.14 Million
-240,113 Reduced 42.97%
318,722 $8.14 Million
Q4 2024

Jan 27, 2025
SELL
$25.35 - $25.53 $116,457 - $117,284
-4,594 Reduced 0.82%
558,835 $14.2 Million
Q3 2024

Nov 12, 2024
BUY
$25.19 - $25.5 $14.2 Million - $14.4 Million
563,429 New
563,429 $14.4 Million

Others Institutions Holding FLTR

# of Institutions
245
Shares Held
53.7M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR INVESTMENT GRADE

FLTR Quotes by TradingView
  • Ticker FLTR
  • Sector ETFs
  • Industry ETFs
More about FLTR
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