Strategic Financial Concepts, LLC FLTR Holdings History
Strategic Financial Concepts, LLC's VanEck IG Floating Rate ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 480,258.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $12.27 Mil. This investment constitutes 2.3% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.52% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2024Q2. And since then Strategic Financial Concepts, LLC has made 3 purchases of FLTR, at an average price of $25.44, for a total of 6.36 Mil shares. In addition, there have been 1 sales at an average price of $25.41 for 5.88 Mil shares. Based on historical transaction data and FLTR's current price of $25.51, Strategic Financial Concepts, LLC's estimated gain on his FLTR holdings is $-146,450.36, reflecting a -0.09% gain to date.
Strategic Financial Concepts, LLC FLTR ($25.51) Holding Chart
Strategic Financial Concepts, LLC FLTR ($25.51) 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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