Vertex Planning Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,152 shares of ITOT stock, worth $1.02 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,152
Previous 9,493
14.13%
Holding current value
$1.02 Million
Previous $1.09 Billion
11.53%
% of portfolio
0.25%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding ITOT
# of Institutions
1,336Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.07 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$5.98 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.54 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.32 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.1 Billion0.38% of portfolio