Wealth Management Solutions, LLC FLTR Holdings History
Wealth Management Solutions, LLC's VanEck IG Floating Rate ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 399,629.00 shares of VanEck IG Floating Rate ETF(FLTR), totaling $10.11 Mil. This investment constitutes 6.93% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.87% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 6 purchases of FLTR, at an average price of $25.16, for a total of 406,173.00 shares. In addition, there have been 1 sales at an average price of $25.23 for 6,544.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Wealth Management Solutions, LLC's estimated gain on his FLTR holdings is $137,468.75, reflecting a 1.35% gain to date.
Wealth Management Solutions, LLC FLTR ($25.50) Holding Chart
Wealth Management Solutions, 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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