Smart Money Group LLC Vaneck ETF Tr Investment Grade Transaction History

Smart Money Group LLC

$244 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$24.5 - $25.16 $348,880 - $358,278	-14,240 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$24.98 - $25.33 $51,833 - $52,559	2,075 Added 17.06%	14,240 $357,000
Q4 2021 Jan 27, 2022	SELL	$25.26 - $25.39 $36,399 - $36,586	-1,441 Reduced 10.59%	12,165 $307,000
Q3 2021 Oct 29, 2021	SELL	$25.35 - $25.4 $8,745 - $8,763	-345 Reduced 2.47%	13,606 $346,000
Q2 2021 Aug 03, 2021	SELL	$25.32 - $25.39 $38,815 - $38,922	-1,533 Reduced 9.9%	13,951 $353,000
Q1 2021 Apr 26, 2021	BUY	$25.29 - $25.43 $38,769 - $38,984	1,533 Added 10.99%	15,484 $393,000
Q4 2020 Jan 27, 2021	BUY	$25.18 - $25.32 $351,286 - $353,239	13,951 New	13,951 $353,000

Others Institutions Holding FLTR

# of Institutions

203

Shares Held

43.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

6.22M
Shares

$159 Million
0.14% of portfolio
Pinnacle Wealth Planning Services, Inc.

3.65M
Shares

$93.1 Million
13.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.85M
Shares

$72.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.18M
Shares

$55.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$54.6 Million
0.03% of portfolio

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