Heritage Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 35,242 shares of FLTR stock, worth $898,318. This represents 0.51% of its overall portfolio holdings.
Number of Shares
35,242
Previous 26,075
35.16%
Holding current value
$898,318
Previous $665,000
35.19%
% of portfolio
0.51%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding FLTR
# of Institutions
228Shares Held
58.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$297 Million2.12% of portfolio
-
Demars Financial Group, LLC5.41MShares$138 Million6.84% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$98.3 Million14.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77.4 Million0.02% of portfolio