Vertex Planning Partners, LLC Ishares Tr Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,693 shares of DVY stock, worth $1.41 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
11,693
Previous 11,692
0.01%
Holding current value
$1.41 Million
Previous $1.37 Billion
5.1%
% of portfolio
0.4%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding DVY
# of Institutions
1,309Shares Held
68.2MCall Options Held
388KPut Options Held
223K-
Bank Of America Corp Charlotte, NC8.44MShares$1.02 Billion0.1% of portfolio
-
Morgan Stanley New York, NY6.33MShares$763 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4MShares$482 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$467 Million0.12% of portfolio
-
Northern Trust Corp Chicago, IL3.12MShares$376 Million0.07% of portfolio