Wambolt & Associates, LLC Vaneck ETF Tr Investment Grade Transaction History
Wambolt & Associates, LLC
- $342 Million
- Q2 2024
Shares
18 transactions
Others Institutions Holding FLTR
# of Institutions
194Shares Held
43.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$158 Million0.14% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.65MShares$92.6 Million13.44% of portfolio
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Wells Fargo & Company San Francisco, CA2.85MShares$72.2 Million0.02% of portfolio
-
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