Twelve Points Wealth Management LLC FLTR Holdings History
Twelve Points Wealth Management LLC's VanEck IG Floating Rate ETF Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 460,292.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $11.76 Mil. This investment constitutes 3.19% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.49% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2024Q4. And since then Twelve Points Wealth Management LLC has made 2 purchases of FLTR, at an average price of $25.46, for a total of 460,292.00 shares. Based on historical transaction data and FLTR's current price of $25.43, Twelve Points Wealth Management LLC's estimated gain on his FLTR holdings is $-14,221.21, reflecting a -0.12% gain to date.
Twelve Points Wealth Management LLC FLTR ($25.43) Holding Chart
Twelve Points Wealth Management LLC FLTR ($25.43) 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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