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 $223,288. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,813Holding current value
$223,288% of portfolio
0.05%Shares
4 transactions
Others Institutions Holding MUST
# of Institutions
69Shares Held
11.9MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.62MShares$54.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.71MShares$35.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.26MShares$26.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.21MShares$25 Million0.0% of portfolio
-
Amplius Wealth Advisors, LLC563KShares$11.6 Million1.43% of portfolio