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

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 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 10,151 shares of FLTR stock, worth $258,952. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,151
Previous 10,022 1.29%
Holding current value
$258,952
Previous $255,000 1.57%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
255
Shares Held
56.7M
Call Options Held
23.5K
Put Options Held
10.5K
View Full List

About VANECK ETF TR INVESTMENT GRADE

FLTR Quotes by TradingView
  • Ticker FLTR
  • Sector ETFs
  • Industry ETFs
More about FLTR
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