Shepherd Kaplan Krochuk, LLC Vaneck ETF Tr Investment Grade Transaction History

Shepherd Kaplan Krochuk, LLC

$127 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$24.5 - $25.16 $20,090 - $20,631	820 Added 3.2%	26,440 $653,000
Q1 2022 May 06, 2022	BUY	$24.98 - $25.33 $639,987 - $648,954	25,620 New	25,620 $643,000

Others Institutions Holding FLTR

# of Institutions

209

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

3.98M
Shares

$102 Million
13.84% of portfolio
Wells Fargo & Company San Francisco, CA

2.8M
Shares

$71.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$58.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.63M
Shares

$41.5 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

1.4M
Shares

$35.7 Million
0.06% of portfolio

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

More about FLTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Kaplan Krochuk, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Kaplan Krochuk, LLC with notifications on news.