KMWM
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Keudell/Morrison Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio FLTR Stock Details FLTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$41.1M Buy
1,609,862
+420,374
+35% +$10.7M 9.11% 1
2025
Q1 		$30.4M Buy
+1,189,488
New +$30.4M 7.17% 2