Transform Wealth, LLC Vaneck ETF Tr Investment Grade Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
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 222,461 shares of FLTR stock, worth $5.63 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
222,461Holding current value
$5.63 Million% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding FLTR
# of Institutions
193Shares Held
43.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$158 Million0.14% of portfolio
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Pinnacle Wealth Planning Services, Inc.3.65MShares$92.5 Million13.44% of portfolio
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Wells Fargo & Company San Francisco, CA2.85MShares$72.2 Million0.02% of portfolio
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Morgan Stanley New York, NY2.18MShares$55.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC2.14MShares$54.3 Million0.03% of portfolio