Pinnacle Wealth Planning Services, Inc. FLTR Holdings History
Pinnacle Wealth Planning Services, Inc.'s VanEck IG Floating Rate ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 4.15 Mil shares of VanEck IG Floating Rate ETF(FLTR), totaling $106.08 Mil. This investment constitutes 15.95% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 4.46% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2021Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 12 purchases of FLTR, at an average price of $25.21, for a total of 4.77 Mil shares. In addition, there have been 4 sales at an average price of $25.36 for 621,340.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his FLTR holdings is $1.30 Mil, reflecting a 1.08% gain to date.
Pinnacle Wealth Planning Services, Inc. FLTR ($25.50) Holding Chart
Pinnacle Wealth Planning Services, Inc. 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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