Heritage Family Offices, LLP Vaneck ETF Tr Investment Grade Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Heritage Family Offices, LLP holds 33,665 shares of FLTR stock, worth $858,794. This represents 0.44% of its overall portfolio holdings.
Number of Shares
33,665
Previous 35,242
4.47%
Holding current value
$858,794
Previous $899 Million
4.62%
% of portfolio
0.44%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
209Shares Held
39.8MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.4MShares$35.8 Million0.06% of portfolio