Appleton Partners Inc Vaneck ETF Tr Investment Grade Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 05, 2022	BUY	$24.98 - $25.33 $310,501 - $314,851	12,430 New	12,430 $312,000

Others Institutions Holding FLTR

# of Institutions

250

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Demars Financial Group, LLC

12.6M
Shares

$320 Million
14.03% of portfolio
Pinnacle Wealth Planning Services, Inc.

4.15M
Shares

$106 Million
16.21% of portfolio
Wells Fargo & Company San Francisco, CA

3.97M
Shares

$101 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.78M
Shares

$96.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.26M
Shares

$57.6 Million
0.0% of portfolio

About VANECK ETF TR INVESTMENT GRADE

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