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 $899,023. This represents 0.51% of its overall portfolio holdings.

Number of Shares
35,242
Previous 26,075 35.16%
Holding current value
$899,023
Previous $665,000 35.19%
% of portfolio
0.51%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$25.36 - $25.52 $232,475 - $233,941
9,167 Added 35.16%
35,242 $899,000
Q1 2024

Apr 25, 2024
BUY
$25.16 - $25.51 $40,029 - $40,586
1,591 Added 6.5%
26,075 $665,000
Q4 2023

Feb 06, 2024
BUY
$25.1 - $25.26 $614,548 - $618,465
24,484 New
24,484 $615,000

Others Institutions Holding FLTR

# of Institutions
255
Shares Held
56.7M
Call Options Held
23.5K
Put Options Held
10.5K
View Full List

About VANECK ETF TR INVESTMENT GRADE

FLTR Quotes by TradingView
  • Ticker FLTR
  • Sector ETFs
  • Industry ETFs
More about FLTR
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