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 $959,836. This represents 0.48% of its overall portfolio holdings.
Number of Shares
37,567
Previous 33,665
11.59%
Holding current value
$959,836
Previous $857 Million
11.5%
% of portfolio
0.48%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
225Shares Held
58.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Demars Financial Group, LLC5.41MShares$138 Million6.84% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$98.6 Million2.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77.6 Million0.02% of portfolio