Vertex Planning Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,735 shares of MUNI stock, worth $407,479. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,735
Previous 12,427
37.76%
Holding current value
$407,479
Previous $652 Million
38.24%
% of portfolio
0.1%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding MUNI
# of Institutions
289Shares Held
23.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.44MShares$75.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$74.2 Million0.04% of portfolio
-
Cwm, LLC1.32MShares$69.6 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$65 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$60.4 Million0.01% of portfolio