Number of Shares
114,479.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
3.17%
Total Estimate Gain
$4,937.61
% of Total Estimate Gain
0.16%

Bright Futures Wealth Management, LLC.'s VanEck IG Floating Rate ETF Holding Summary

As of 2025-03-31, Bright Futures Wealth Management, LLC. held 114,479.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $2.90 Mil. This investment constitutes 3.17% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0.12% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.

The initial trade took place in 2024Q4. And since then Bright Futures Wealth Management, LLC. has made 1 purchases of FLTR, at an average price of $25.46, for a total of 121,648.00 shares. In addition, there have been 1 sales at an average price of $25.51 for 7,169.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Bright Futures Wealth Management, LLC.'s estimated gain on his FLTR holdings is $4,937.61, reflecting a 0.16% gain to date.

Bright Futures Wealth Management, LLC. FLTR ($25.50) Holding Chart

Bright Futures Wealth Management, LLC. FLTR ($25.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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