Meriwether Wealth & Planning, LLC FLTR Holdings History
Number of Shares
12,703.00
Current Holdings Value*
$323,930.00
% of Portfolio
0.2%
Total Estimate Gain
$-1,420.90
% of Total Estimate Gain
-0.12%
Meriwether Wealth & Planning, LLC's VanEck IG Floating Rate ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 12,703.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $323,930.00. This investment constitutes 0.2% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.01% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $25.40 for 33,528.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Meriwether Wealth & Planning, LLC's estimated gain on his FLTR holdings is $-1,420.90, reflecting a -0.12% gain to date.
Meriwether Wealth & Planning, LLC FLTR ($25.50) Holding Chart
Meriwether Wealth & Planning, 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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