Transform Wealth, LLC Vaneck ETF Tr Investment Grade Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Transform Wealth, LLC holds 467,309 shares of FLTR stock, worth $11.9 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
467,309Holding current value
$11.9 Million% of portfolio
0.75%Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
255Shares Held
56.7MCall Options Held
23.5KPut Options Held
10.5K-
Wealthfront Advisers LLC4.94MShares$126 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.58MShares$117 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.5MShares$115 Million0.02% of portfolio
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Pinnacle Wealth Planning Services, Inc.4.45MShares$114 Million13.58% of portfolio
-
Morgan Stanley New York, NY2.2MShares$56 Million0.0% of portfolio