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

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 21,178 shares of FLTR stock, worth $540,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,178
Holding current value
$540,250
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$25.36 - $25.52 $537,074 - $540,462
21,178 New
21,178 $540,000
Q2 2023

Aug 08, 2023
BUY
$24.86 - $25.25 $187,717 - $190,662
7,551 Added 22.7%
40,811 $1.03 Million
Q1 2023

May 03, 2023
SELL
$24.62 - $25.32 $36,536 - $37,574
-1,484 Reduced 4.27%
33,260 $830,000
Q4 2022

Feb 14, 2023
BUY
$24.7 - $24.95 $858,176 - $866,862
34,744 New
34,744 $864,000
Q2 2022

Aug 11, 2022
SELL
$24.5 - $25.16 $197,592 - $202,915
-8,065 Closed
0 $0
Q1 2022

Aug 11, 2022
BUY
$24.98 - $25.33 $201,463 - $204,286
8,065 New
8,065 $202,000

Others Institutions Holding FLTR

# of Institutions
203
Shares Held
43.3M
Call Options Held
0
Put Options Held
0
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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email