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

Octavia Wealth Advisors, LLC

$1.01 Billion
Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 10,318 shares of FLTR stock, worth $263,212. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,318

Previous 10,151 1.65%

Holding current value

$263,212

Previous $259,000 1.54%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$25.44 - $25.56 $4,248 - $4,268	167 Added 1.65%	10,318 $263,000
Q3 2025 Oct 27, 2025	BUY	$25.39 - $25.57 $3,275 - $3,298	129 Added 1.29%	10,151 $259,000
Q2 2025 Jul 15, 2025	BUY	$24.96 - $25.5 $1,048 - $1,071	42 Added 0.42%	10,022 $255,000
Q4 2022 Jan 19, 2023	BUY	$24.7 - $24.95 $246,506 - $249,001	9,980 New	9,980 $0
Q1 2022 Apr 20, 2022	SELL	$24.98 - $25.33 $249,300 - $252,793	-9,980 Closed	0 $0

Q4 2021 Jan 28, 2022	BUY	$25.26 - $25.39 $252,094 - $253,392	9,980 New	9,980 $252,000
Q2 2021 Jul 26, 2021	SELL	$25.32 - $25.39 $252,693 - $253,392	-9,980 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$25.18 - $25.32 $251,296 - $252,693	9,980 New	9,980 $253,000

Others Institutions Holding FLTR

# of Institutions

258

Shares Held

56.9M

Call Options Held

23.5K

Put Options Held

10.5K

View Full List

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

More about FLTR

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