Websterrogers Financial Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History

Websterrogers Financial Advisors, LLC

$274 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	N/A	-29,367 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	N/A	29,367 New	29,367 $738,000

Others Institutions Holding FLTR

# of Institutions

180

Shares Held

32.4M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.42M
Shares

$87 Million
12.93% of portfolio
Wells Fargo & Company San Francisco, CA

2.76M
Shares

$70.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$43.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.57M
Shares

$39.9 Million
0.02% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

1.51M
Shares

$38.4 Million
9.4% of portfolio

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
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