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

Wealth Plan Partners, LLC

$966 Billion
Q1 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 175,167 shares of FLTR stock, worth $4.45 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

175,167

Previous 186,018 5.83%

Holding current value

$4.45 Million

Previous $4.68 Billion 4.49%

% of portfolio

0.46%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$25.16 - $25.51 $273,011 - $276,809	-10,851 Reduced 5.83%	175,167 $4.47 Billion
Q4 2023 Jan 05, 2024	SELL	$25.1 - $25.26 $33,910 - $34,126	-1,351 Reduced 0.72%	186,018 $4.68 Billion
Q3 2023 Nov 01, 2023	BUY	$25.12 - $25.31 $1.6 Million - $1.62 Million	63,857 Added 51.7%	187,369 $4.74 Billion
Q2 2023 Jul 31, 2023	SELL	$24.86 - $25.25 $1.91 Million - $1.94 Million	-76,945 Reduced 38.38%	123,512 $3.12 Billion
Q1 2023 May 10, 2023	SELL	$24.62 - $25.32 $8.21 Million - $8.45 Million	-333,587 Reduced 62.46%	200,457 $5.01 Billion

Q4 2022 Feb 16, 2023	BUY	$24.71 - $24.95 $13.2 Million - $13.3 Million	534,044 New	534,044 $13.5 Billion

Others Institutions Holding FLTR

# of Institutions

180

Shares Held

32.4M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

More about FLTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

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