Vestmark Advisory Solutions, Inc. Vaneck ETF Tr Investment Grade Transaction History

Vestmark Advisory Solutions, Inc.

$2.16 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	N/A	-13,272 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	N/A	156 Added 1.19%	13,272 $334,000
Q1 2019 May 14, 2019	BUY	N/A	13,116 New	13,116 $330,000

Others Institutions Holding FLTR

# of Institutions

180

Shares Held

32.4M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.42M
Shares

$86.9 Million
12.93% of portfolio
Wells Fargo & Company San Francisco, CA

2.76M
Shares

$70 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$43.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.57M
Shares

$39.9 Million
0.02% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

1.51M
Shares

$38.3 Million
9.4% of portfolio

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
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