Concord Wealth Partners Vaneck ETF Tr Investment Grade Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Concord Wealth Partners holds 96,166 shares of FLTR stock, worth $2.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
96,166
Previous 807,846 88.1%
Holding current value
$2.45 Million
Previous $20.6 Million 88.11%
% of portfolio
0.41%
Previous 3.48%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$25.35 - $25.53 $18 Million - $18.2 Million
-711,680 Reduced 88.1%
96,166 $2.45 Million
Q3 2024

Oct 24, 2024
SELL
$25.19 - $25.5 $668,718 - $676,948
-26,547 Reduced 3.18%
807,846 $20.6 Million
Q2 2024

Jul 31, 2024
BUY
$25.36 - $25.52 $844,538 - $849,867
33,302 Added 4.16%
834,393 $21.3 Million
Q1 2024

Apr 30, 2024
BUY
$25.16 - $25.51 $1.06 Million - $1.08 Million
42,198 Added 5.56%
801,091 $20.4 Million
Q4 2023

Apr 30, 2024
SELL
$25.1 - $25.26 $2.1 Million - $2.11 Million
-83,663 Reduced 9.93%
758,893 $19.1 Million
Q4 2023

Feb 05, 2024
SELL
$25.1 - $25.26 $2.1 Million - $2.11 Million
-83,663 Reduced 9.93%
758,893 $19.1 Million
Q3 2023

Apr 30, 2024
BUY
$25.12 - $25.31 $2.1 Million - $2.12 Million
83,663 Added 11.02%
842,556 $21.3 Million
Q3 2023

Oct 25, 2023
BUY
$25.12 - $25.31 $728,806 - $734,319
29,013 Added 3.57%
842,556 $21.3 Million
Q2 2023

Aug 07, 2023
BUY
$24.86 - $25.25 $5.32 Million - $5.41 Million
214,117 Added 35.72%
813,543 $20.5 Million
Q1 2023

Apr 26, 2023
SELL
$24.62 - $25.32 $66,867 - $68,769
-2,716 Reduced 0.45%
599,426 $15 Million
Q4 2022

Jan 27, 2023
BUY
$24.7 - $24.95 $994,125 - $1 Million
40,248 Added 7.16%
602,142 $15 Million
Q3 2022

Nov 10, 2022
BUY
$24.58 - $25.03 $265,341 - $270,198
10,795 Added 1.96%
561,894 $14 Million
Q2 2022

Aug 04, 2022
BUY
$24.5 - $25.16 $861,444 - $884,650
35,161 Added 6.81%
551,099 $13.6 Million
Q1 2022

Apr 20, 2022
BUY
$24.98 - $25.33 $12.9 Million - $13.1 Million
515,938 New
515,938 $13 Million

Others Institutions Holding FLTR

# of Institutions
202
Shares Held
39.8M
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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email