Institute For Wealth Management, Llc. Vaneck ETF Tr Investment Grade Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,700 shares of FLTR stock, worth $222,111. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,700

Previous 10,200 14.71%

Holding current value

$222,111

Previous $259,000 14.67%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$25.35 - $25.53 $38,025 - $38,295	-1,500 Reduced 14.71%	8,700 $221,000
Q3 2024 Nov 12, 2024	SELL	$25.19 - $25.5 $30,228 - $30,600	-1,200 Reduced 10.53%	10,200 $259,000
Q2 2024 Jul 25, 2024	SELL	$25.36 - $25.52 $2,536 - $2,552	-100 Reduced 0.87%	11,400 $290,000
Q3 2023 Oct 13, 2023	SELL	$25.12 - $25.31 $30,144 - $30,372	-1,200 Reduced 9.45%	11,500 $290,000
Q2 2023 Jul 25, 2023	BUY	$24.86 - $25.25 $59,664 - $60,600	2,400 Added 23.3%	12,700 $320,000
Q4 2022 Feb 02, 2023	BUY	$24.7 - $24.95 $254,410 - $256,985	10,300 New	10,300 $256,000
Q1 2020 Apr 29, 2020	SELL	$20.87 - $25.45 $125 - $152	-6 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$25.19 - $25.35 $151 - $152	6 New	6 $0

Others Institutions Holding FLTR

# of Institutions

203

Shares Held

38.4M

Call Options Held

Put Options Held

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About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Vaneck ETF Tr Investment Grade Transaction History