Vertex Planning Partners, LLC Wiswisdomtree Tr Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 122,279 shares of DNL stock, worth $4.8 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
122,279
Previous 64,212
90.43%
Holding current value
$4.8 Million
Previous $2.5 Billion
91.36%
% of portfolio
1.24%
Previous 0.69%
Shares
7 transactions
Others Institutions Holding DNL
# of Institutions
111Shares Held
12.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$39.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC861KShares$33.8 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN781KShares$30.7 Million0.01% of portfolio
-
Cwm, LLC760KShares$29.8 Million0.14% of portfolio
-
Ubs Group Ag732KShares$28.7 Million0.01% of portfolio