Vertex Planning Partners, LLC Columbia ETF Tr I Multi Sector Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Columbia ETF Tr I Multi Sector stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,813 shares of MUST stock, worth $219,720. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,813Holding current value
$219,720% of portfolio
0.05%Shares
4 transactions
Others Institutions Holding MUST
# of Institutions
71Shares Held
12.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.62MShares$53.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.71MShares$34.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.26MShares$25.7 Million0.01% of portfolio
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Morgan Stanley New York, NY1.21MShares$24.6 Million0.0% of portfolio
-
Amplius Wealth Advisors, LLC639KShares$13 Million1.53% of portfolio