Robertson Stephens Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 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 318,722 shares of FLTR stock, worth $8.09 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
318,722
Previous 558,835
42.97%
Holding current value
$8.09 Million
Previous $14.2 Million
42.76%
% of portfolio
0.29%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
236Shares Held
59.1MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$319 Million14.03% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$97.9 Million14.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.32MShares$58.9 Million0.0% of portfolio