Wealth Plan Investment Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
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 498,441 shares of FLTR stock, worth $12.7 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
498,441
Previous 487,351
2.28%
Holding current value
$12.7 Million
Previous $12.4 Million
2.28%
% of portfolio
2.07%
Previous 2.11%
Shares
10 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
-
Pinnacle Wealth Planning Services, Inc.3.65MShares$92.9 Million13.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.85MShares$72.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.18MShares$55.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$54.5 Million0.03% of portfolio