Private Ocean, LLC Vaneck ETF Tr Investment Grade Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 24, 2020	SELL	$23.8 - $25.03 $17,493 - $18,397	-735 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$20.87 - $25.45 $15,339 - $18,705	735 New	735 $17,000

Others Institutions Holding FLTR

# of Institutions

232

Shares Held

69M

Call Options Held

0

Put Options Held

0

Demars Financial Group, LLC

12.6M
Shares

$318 Million
14.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.7M
Shares

$295 Million
2.12% of portfolio
Pinnacle Wealth Planning Services, Inc.

3.86M
Shares

$97.7 Million
14.99% of portfolio
Lpl Financial LLC Fort Mill, SC

3.07M
Shares

$77.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

3.04M
Shares

$76.9 Million
0.02% of portfolio

About VANECK ETF TR INVESTMENT GRADE

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