Shore Haven Wealth Partners, LLC Vaneck ETF Tr Investment Grade Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 28,173 shares of FLTR stock, worth $715,030. This represents 0.35% of its overall portfolio holdings.
Number of Shares
28,173
Previous 11,825
138.25%
Holding current value
$715,030
Previous $301,000
138.21%
% of portfolio
0.35%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
240Shares Held
59.2MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$319 Million14.03% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.86MShares$97.9 Million14.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.07MShares$78 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.04MShares$77 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.32MShares$58.9 Million0.0% of portfolio