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

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

Historical chart of Trevian 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 Trevian 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 Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $429k 17k 25.48

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Trevian 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
Kensington Asset Management
Raymond James Financial
Fusion Capital
Virtue Capital Management
UBS Group
Creative Planning
Ameriprise Financial
Twelve Points Wealth Management
Mml Investors Services
Arete Wealth Advisors
David J.Sculati

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