Wealth Plan Partners, LLC Vaneck ETF Tr Investment Grade Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 177,871 shares of FLTR stock, worth $4.54 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
177,871
Previous 170,765
4.16%
Holding current value
$4.54 Million
Previous $4.35 Billion
4.08%
% of portfolio
0.64%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding FLTR
# of Institutions
210Shares Held
50.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio