Vertex Planning Partners, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 93,368 shares of PXF stock, worth $4.66 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
93,368
Previous 40,394 131.14%
Holding current value
$4.66 Million
Previous $1.97 Billion 147.53%
% of portfolio
1.16%
Previous 0.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$46.96 - $52.62 $2.49 Million - $2.79 Million
52,974 Added 131.14%
93,368 $4.87 Billion
Q2 2024

Aug 13, 2024
SELL
$47.68 - $51.13 $476,466 - $510,942
-9,993 Reduced 19.83%
40,394 $1.97 Billion
Q1 2024

May 13, 2024
SELL
$45.74 - $49.71 $1.16 Million - $1.26 Million
-25,445 Reduced 33.55%
50,387 $2.5 Billion
Q4 2023

Feb 14, 2024
BUY
$41.6 - $47.48 $362,377 - $413,598
8,711 Added 12.98%
75,832 $3.59 Billion
Q3 2023

Nov 14, 2023
BUY
$43.37 - $46.68 $912,634 - $982,287
21,043 Added 45.67%
67,121 $2.92 Billion
Q2 2023

Aug 14, 2023
BUY
$43.24 - $46.12 $197,087 - $210,214
4,558 Added 10.98%
46,078 $2.07 Billion
Q1 2023

May 16, 2023
SELL
$41.83 - $45.62 $311,508 - $339,732
-7,447 Reduced 15.21%
41,520 $1.83 Billion
Q4 2022

Feb 06, 2023
BUY
$35.1 - $42.48 $1.72 Million - $2.08 Million
48,967 New
48,967 $2.03 Billion

Others Institutions Holding PXF

# of Institutions
204
Shares Held
27.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO IFTSE RAFI DEV MKTS EX

PXF Quotes by TradingView
  • Ticker PXF
  • Sector ETFs
  • Industry ETFs
More about PXF
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email