Wealth Plan Investment Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 419,917 shares of FLTR stock, worth $10.7 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
419,917
Previous 404,710 3.76%
Holding current value
$10.7 Million
Previous $10.3 Million 4.04%
% of portfolio
0.78%
Previous 0.81%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$25.39 - $25.57 $386,105 - $388,842
15,207 Added 3.76%
419,917 $10.7 Million
Q2 2025

Jul 28, 2025
BUY
$24.96 - $25.5 $1.48 Million - $1.51 Million
59,394 Added 17.2%
404,710 $10.3 Million
Q1 2025

May 09, 2025
BUY
$25.44 - $25.58 $231,707 - $232,982
9,108 Added 2.71%
345,316 $8.82 Million
Q4 2024

Jan 30, 2025
SELL
$25.35 - $25.53 $189,161 - $190,504
-7,462 Reduced 2.17%
336,208 $8.56 Million
Q3 2024

Nov 05, 2024
SELL
$25.19 - $25.5 $3.9 Million - $3.95 Million
-154,771 Reduced 31.05%
343,670 $8.75 Million
Q2 2024

Aug 09, 2024
BUY
$25.36 - $25.52 $281,242 - $283,016
11,090 Added 2.28%
498,441 $12.7 Million
Q1 2024

May 16, 2024
BUY
$25.16 - $25.51 $940,002 - $953,079
37,361 Added 8.3%
487,351 $12.4 Million
Q4 2023

Jan 05, 2024
SELL
$25.1 - $25.26 $2.02 Million - $2.03 Million
-80,311 Reduced 15.14%
449,990 $11.3 Million
Q3 2023

Nov 15, 2023
BUY
$25.12 - $25.31 $8.61 Million - $8.68 Million
342,932 Added 183.02%
530,301 $13.4 Million
Q3 2023

Nov 09, 2023
SELL
$25.12 - $25.31 $846,795 - $853,200
-33,710 Reduced 15.25%
187,369 $4.74 Million
Q2 2023

Aug 14, 2023
BUY
$24.86 - $25.25 $5.49 Million - $5.58 Million
221,005 Added 298655.41%
221,079 $5.58 Million
Q2 2023

Jul 25, 2023
SELL
$24.86 - $25.25 $11.8 Million - $11.9 Million
-472,658 Reduced 99.98%
74 $1,000
Q1 2023

May 08, 2023
SELL
$24.62 - $25.32 $856,923 - $881,287
-34,806 Reduced 6.86%
472,732 $11.8 Million
Q4 2022

Feb 15, 2023
BUY
$24.7 - $24.95 $2.5 Million - $2.53 Million
101,331 Added 24.95%
507,538 $12.6 Million
Q3 2022

Dec 12, 2022
BUY
$24.58 - $25.03 $9.98 Million - $10.2 Million
406,207 New
406,207 $10.1 Million

Others Institutions Holding FLTR

# of Institutions
256
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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email