Vertex Planning Partners, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 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 50,387 shares of PXF stock, worth $2.51 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
50,387
Previous 75,832
33.55%
Holding current value
$2.51 Million
Previous $3.59 Billion
30.39%
% of portfolio
0.69%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding PXF
# of Institutions
189Shares Held
28.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA11.4MShares$566 Million0.78% of portfolio
-
Invesco Ltd. Atlanta, GA4.74MShares$236 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.89MShares$93.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.22MShares$60.8 Million0.0% of portfolio
-
Victory Capital Management Inc1.07MShares$53.1 Million0.05% of portfolio