Vertex Planning Partners, LLC Ishares Msci Global Min Vol Fa Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,983 shares of ACWV stock, worth $791,523. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,983

Previous 6,972 0.16%

Holding current value

$791,523

Previous $798 Million 4.5%

% of portfolio

0.17%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$108.6 - $115.42 $1,194 - $1,269	11 Added 0.16%	6,983 $763 Million
Q2 2024 Aug 13, 2024	BUY	$100.94 - $106.2 $706 - $743	7 Added 0.1%	6,972 $730 Million
Q1 2024 May 13, 2024	SELL	$100.31 - $105.34 $80,248 - $84,272	-800 Reduced 10.3%	6,965 $733 Million
Q4 2023 Feb 14, 2024	BUY	$93.0 - $101.11 $1,023 - $1,112	11 Added 0.14%	7,765 $779 Million
Q3 2023 Nov 14, 2023	SELL	$95.42 - $100.13 $60,114 - $63,081	-630 Reduced 7.51%	7,754 $740 Million
Q2 2023 Aug 14, 2023	BUY	$96.17 - $100.07 $577 - $600	6 Added 0.07%	8,384 $822 Million
Q4 2022 Feb 06, 2023	BUY	$87.85 - $98.82 $736,007 - $827,913	8,378 New	8,378 $796 Million

Others Institutions Holding ACWV

# of Institutions

349

Shares Held

22.1M

Call Options Held

2.5K

Put Options Held

1.8K

View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
Sector ETFs
Industry ETFs

More about ACWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Msci Global Min Vol Fa Transaction History