Modern Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Modern Wealth Management, LLC holds 36,464 shares of FLTR stock, worth $930,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,464
Previous 66,439 45.12%
Holding current value
$930,196
Previous $1.69 Million 54940.44%
% of portfolio
0.02%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$25.39 - $25.57 $761,065 - $766,460
-29,975 Reduced 45.12%
36,464 $932 Million
Q2 2025

Nov 12, 2025
SELL
$24.96 - $25.5 $4,018 - $4,105
-161 Reduced 0.24%
66,439 $1.69 Million
Q2 2025

Aug 14, 2025
SELL
$24.96 - $25.5 $12.5 Million - $12.8 Million
-502,422 Reduced 88.3%
66,600 $1.7 Million
Q1 2025

May 30, 2025
BUY
$25.44 - $25.58 $53,042 - $53,334
2,085 Added 0.37%
569,022 $14.5 Million
Q1 2025

May 15, 2025
SELL
$25.44 - $25.58 $195,811 - $196,889
-7,697 Reduced 1.34%
566,937 $14.5 Billion
Q4 2024

May 30, 2025
SELL
$25.35 - $25.53 $563,885 - $567,889
-22,244 Reduced 3.92%
544,693 $13.9 Million
Q4 2024

May 29, 2025
SELL
$25.35 - $25.53 $563,885 - $567,889
-22,244 Reduced 3.92%
544,693 $13.9 Million
Q4 2024

Feb 11, 2025
BUY
$25.35 - $25.53 $3 Million - $3.02 Million
118,466 Added 25.97%
574,634 $14.6 Billion
Q3 2024

May 30, 2025
SELL
$25.19 - $25.5 $2.93 Million - $2.97 Million
-116,453 Reduced 20.54%
450,484 $11.5 Million
Q3 2024

May 29, 2025
SELL
$25.19 - $25.5 $2.93 Million - $2.97 Million
-116,453 Reduced 20.54%
450,484 $11.5 Million
Q3 2024

Nov 05, 2024
BUY
$25.19 - $25.5 $928,276 - $939,700
36,851 Added 8.79%
456,168 $11.6 Billion
Q2 2024

May 29, 2025
SELL
$25.36 - $25.52 $3.98 Million - $4.01 Million
-157,031 Reduced 27.7%
409,906 $10.5 Million
Q2 2024

Aug 07, 2024
BUY
$25.36 - $25.52 $10.6 Million - $10.7 Million
419,317 New
419,317 $10.7 Billion

Others Institutions Holding FLTR

# of Institutions
255
Shares Held
56.7M
Call Options Held
23.5K
Put Options Held
10.5K
View Full List

About VANECK ETF TR INVESTMENT GRADE

FLTR Quotes by TradingView
  • Ticker FLTR
  • Sector ETFs
  • Industry ETFs
More about FLTR
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email