Number of Shares
63,805.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
0.91%
Total Estimate Gain
$7,330.19
% of Total Estimate Gain
0.36%

Howard Wealth Management, LLC's VanEck IG Floating Rate ETF Holding Summary

As of 2025-03-31, Howard Wealth Management, LLC held 63,805.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $1.63 Mil. This investment constitutes 0.91% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.07% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.

The initial trade took place in 2021Q4. And since then Howard Wealth Management, LLC has made 9 purchases of FLTR, at an average price of $25.29, for a total of 79,715.00 shares. In addition, there have been 5 sales at an average price of $24.91 for 15,910.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Howard Wealth Management, LLC's estimated gain on his FLTR holdings is $7,330.19, reflecting a 0.36% gain to date.

Howard Wealth Management, LLC FLTR ($25.50) Holding Chart

Howard 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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