Wealth Plan Investment Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 345,316 shares of FLTR stock, worth $8.77 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

345,316

Previous 336,208 2.71%

Holding current value

$8.77 Million

Previous $8.56 Million 3.11%

% of portfolio

0.93%

Previous 0.91%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.44 - $25.58 $231,707 - $232,982	9,108 Added 2.71%	345,316 $8.82 Million
Q4 2024 Jan 30, 2025	SELL	$25.35 - $25.53 $189,161 - $190,504	-7,462 Reduced 2.17%	336,208 $8.56 Million
Q3 2024 Nov 05, 2024	SELL	$25.19 - $25.5 $3.9 Million - $3.95 Million	-154,771 Reduced 31.05%	343,670 $8.75 Million
Q2 2024 Aug 09, 2024	BUY	$25.36 - $25.52 $281,242 - $283,016	11,090 Added 2.28%	498,441 $12.7 Million
Q1 2024 May 16, 2024	BUY	$25.16 - $25.51 $940,002 - $953,079	37,361 Added 8.3%	487,351 $12.4 Million
Q4 2023 Jan 05, 2024	SELL	$25.1 - $25.26 $2.02 Million - $2.03 Million	-80,311 Reduced 15.14%	449,990 $11.3 Million
Q3 2023 Nov 15, 2023	BUY	$25.12 - $25.31 $8.61 Million - $8.68 Million	342,932 Added 183.02%	530,301 $13.4 Million
Q3 2023 Nov 09, 2023	SELL	$25.12 - $25.31 $846,795 - $853,200	-33,710 Reduced 15.25%	187,369 $4.74 Million
Q2 2023 Aug 14, 2023	BUY	$24.86 - $25.25 $5.49 Million - $5.58 Million	221,005 Added 298655.41%	221,079 $5.58 Million
Q2 2023 Jul 25, 2023	SELL	$24.86 - $25.25 $11.8 Million - $11.9 Million	-472,658 Reduced 99.98%	74 $1,000
Q1 2023 May 08, 2023	SELL	$24.62 - $25.32 $856,923 - $881,287	-34,806 Reduced 6.86%	472,732 $11.8 Million
Q4 2022 Feb 15, 2023	BUY	$24.7 - $24.95 $2.5 Million - $2.53 Million	101,331 Added 24.95%	507,538 $12.6 Million
Q3 2022 Dec 12, 2022	BUY	$24.58 - $25.03 $9.98 Million - $10.2 Million	406,207 New	406,207 $10.1 Million

Others Institutions Holding FLTR

# of Institutions

251

Shares Held

67.9M

Call Options Held

Put Options Held

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About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Vaneck ETF Tr Investment Grade Transaction History