Vertex Planning Partners, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 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 97,054 shares of PXF stock, worth $5 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
97,054
Previous 93,368
3.95%
Holding current value
$5 Million
Previous $4.87 Billion
4.51%
% of portfolio
1.03%
Previous 1.16%
Shares
9 transactions
Others Institutions Holding PXF
# of Institutions
204Shares Held
28.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA12.3MShares$634 Million0.11% of portfolio
-
Invesco Ltd. Atlanta, GA4.59MShares$236 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.47MShares$75.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.23MShares$63.3 Million0.0% of portfolio
-
Victory Capital Management Inc1.07MShares$55.1 Million0.05% of portfolio