Vertex Planning Partners, LLC Kraneshares Tr Quadratic Int R Transaction History

Vertex Planning Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$18.93 - $20.89 $8,083 - $8,920	-427 Reduced 4.03%	10,177 $193 Million
Q4 2023 Feb 14, 2024	BUY	$20.13 - $21.27 $213,458 - $225,547	10,604 New	10,604 $219 Million
Q1 2023 May 16, 2023	SELL	$20.6 - $23.83 $349,932 - $404,800	-16,987 Reduced 65.13%	9,095 $207 Million
Q4 2022 Feb 06, 2023	BUY	$21.86 - $23.37 $570,152 - $609,536	26,082 New	26,082 $590 Million

129

22.3M

3.1K

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

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