Optivise Advisory Services LLC Vaneck ETF Tr Investment Grade Transaction History
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
A detailed history of Optivise Advisory Services LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Optivise Advisory Services LLC holds 49,153 shares of FLTR stock, worth $1.25 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
49,153
Previous 47,764
2.91%
Holding current value
$1.25 Million
Previous $1.22 Billion
2.55%
% of portfolio
0.72%
Previous 0.73%
Shares
7 transactions
Others Institutions Holding FLTR
# of Institutions
257Shares Held
56.7MCall Options Held
23.5KPut Options Held
10.5K-
Wealthfront Advisers LLC4.94MShares$126 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.58MShares$117 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.5MShares$115 Million0.02% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.45MShares$114 Million13.58% of portfolio
-
Morgan Stanley New York, NY2.2MShares$56 Million0.0% of portfolio