High Note Wealth, LLC FLTR Holdings History
High Note Wealth, LLC's VanEck IG Floating Rate ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 171,841.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $4.39 Mil. This investment constitutes 1.09% of their stock portfolio, and High Note Wealth, LLC now holds 0.18% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2021Q2. And since then High Note Wealth, LLC has made 5 purchases of FLTR, at an average price of $25.18, for a total of 597,393.00 shares. In addition, there have been 11 sales at an average price of $25.21 for 425,552.00 shares. Based on historical transaction data and FLTR's current price of $25.45, High Note Wealth, LLC's estimated gain on his FLTR holdings is $58,629.93, reflecting a 0.39% gain to date.
High Note Wealth, LLC FLTR ($25.45) Holding Chart
High Note Wealth, LLC FLTR ($25.45) 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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