Websterrogers Financial Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
203Shares Held
43.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$159 Million0.14% of portfolio
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Pinnacle Wealth Planning Services, Inc.3.65MShares$93.1 Million13.44% of portfolio
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Wells Fargo & Company San Francisco, CA2.85MShares$72.7 Million0.02% of portfolio
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Morgan Stanley New York, NY2.18MShares$55.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC2.14MShares$54.6 Million0.03% of portfolio