Wealthsource Partners, LLC Vaneck ETF Tr Investment Grade Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
4 transactions
Others Institutions Holding FLTR
# of Institutions
250Shares Held
53.8MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC4.94MShares$126 Million0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA4.31MShares$110 Million0.02% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.27MShares$109 Million14.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$105 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.23MShares$56.8 Million0.0% of portfolio