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
467,309
Holding current value
$11.9 Million
% of portfolio
0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$25.44 - $25.58 $11.9 Million - $12 Million
467,309 New
467,309 $11.9 Million
Q3 2024

Oct 15, 2024
SELL
$25.19 - $25.5 $481,028 - $486,948
-19,096 Reduced 8.58%
203,365 $5.18 Million
Q2 2024

Jul 15, 2024
BUY
$25.36 - $25.52 $5.64 Million - $5.68 Million
222,461 New
222,461 $5.67 Million

Others Institutions Holding FLTR

# of Institutions
240
Shares Held
60.9M
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
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email