Columbia Advisory Partners LLC Vaneck ETF Tr Investment Grade Transaction History

Columbia Advisory Partners LLC

$101 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$24.98 - $25.33 $364,033 - $369,134	-14,573 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$25.26 - $25.39 $368,113 - $370,008	14,573 New	14,573 $368,000

Others Institutions Holding FLTR

# of Institutions

202

Shares Held

42.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

6.22M
Shares

$158 Million
0.14% of portfolio
Pinnacle Wealth Planning Services, Inc.

3.65M
Shares

$92.8 Million
13.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.85M
Shares

$72.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.18M
Shares

$55.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$54.5 Million
0.03% of portfolio

About VANECK ETF TR INVESTMENT GRADE

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