Bdo Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$25.19 - $25.35 $51,639 - $51,967	-2,050 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	2,050 New	2,050 $52,000

Others Institutions Holding FLTR

# of Institutions

209

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.98M
Shares

$102 Million
13.84% of portfolio
Wells Fargo & Company San Francisco, CA

2.8M
Shares

$71.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$58.8 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$41.6 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.4M
Shares

$35.8 Million
0.06% of portfolio

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
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