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Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $883k 35k 25.45
2024-09-30 $567k 22k 25.47
2024-06-30 $356k 14k 25.51

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

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

Demars Financial Group
Pinnacle Wealth Planning Services
LPL Financial
Wells Fargo & Company
Morgan Stanley
Renaissance Technologies
UBS Group
Edmonds Duncan Registered Investment Advisors
Creative Planning
Raymond James Financial
Bank of America Corporation
Virtue Capital Management
Arete Wealth Advisors
Deseret Mutual Benefit Administrators
CI Private Wealth

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