Heritage Family Offices, LLP Vaneck ETF Tr Investment Grade Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 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 37,567 shares of FLTR stock, worth $958,334. This represents 0.48% of its overall portfolio holdings.
Number of Shares
37,567
Previous 33,665
11.59%
Holding current value
$958,334
Previous $857 Million
11.5%
% of portfolio
0.48%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
201Shares Held
39MCall 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