Wealth Management Solutions, LLC Vaneck ETF Tr Investment Grade Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 399,629 shares of FLTR stock, worth $10.2 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
399,629
Previous 406,173
1.61%
Holding current value
$10.2 Million
Previous $10.3 Million
1.45%
% of portfolio
6.97%
Previous 6.73%
Shares
8 transactions
Others Institutions Holding FLTR
# of Institutions
215Shares Held
50.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$297 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$98.3 Million2.24% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.5 Million0.0% of portfolio