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Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $41M 1.6M 25.50
2025-03-31 $30M 1.2M 25.55

More positions owned by Keudell/Morrison Wealth Management

Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund

Wealthfront Advisers
LPL Financial
Wells Fargo & Company
Pinnacle Wealth Planning Services
Morgan Stanley
Kensington Asset Management
Raymond James Financial
Keudell/Morrison Wealth Management
Fusion Capital
Virtue Capital Management
UBS Group
Renaissance Technologies
Creative Planning
Ameriprise Financial
Arete Wealth Advisors

View all funds holding Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund