Heritage Wealth Management (Arizona)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FLTR Stock Details FLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$899K	Buy
2024 Q1	$665K	Buy
2023 Q4	$616K	Buy