Family Firm, Inc. Vaneck ETF Tr Investment Grade Transaction History
Family Firm, Inc.
- $413 Million
- Q1 2024
A detailed history of Family Firm, Inc. transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Family Firm, Inc. holds 286,137 shares of FLTR stock, worth $7.3 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
286,137
Previous 289,802
1.26%
Holding current value
$7.3 Million
Previous $7.29 Million
0.15%
% of portfolio
1.77%
Previous 1.82%
Shares
28 transactions
Others Institutions Holding FLTR
# of Institutions
179Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87.4 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$40.1 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.5 Million9.4% of portfolio