Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund
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All positions including Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $686k | 27k | 25.45 |
2024-09-30 | $841k | 33k | 25.47 |
2024-06-30 | $700k | 27k | 25.51 |
2024-03-31 | $700k | 27k | 25.51 |
2023-12-31 | $690k | 27k | 25.15 |
2023-09-30 | $781k | 31k | 25.29 |
2023-06-30 | $835k | 17k | 48.66 |
2023-03-31 | $1.0M | 9.0k | 113.03 |
2022-12-31 | $934k | 38k | 24.88 |
2022-09-30 | $1.4M | 56k | 24.83 |
2022-03-31 | $100k | 4.0k | 25.00 |
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