Websterrogers Financial Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
209Shares Held
39.9MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.98MShares$101 Million13.84% of portfolio
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Wells Fargo & Company San Francisco, CA2.8MShares$71.2 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.3MShares$58.6 Million0.03% of portfolio
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Morgan Stanley New York, NY1.63MShares$41.5 Million0.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.4MShares$35.7 Million0.06% of portfolio