Octavia Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
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 9,980 shares of FLTR stock, worth $254,889. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,980
Previous 9,980
-0.0%
Holding current value
$254,889
Previous $254,000
0.39%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FLTR
# of Institutions
211Shares Held
50.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio