Vertex Planning Partners, LLC Ishares Short Term National Mu Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,799 shares of SUB stock, worth $820,298. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,799
Previous 7,799
-0.0%
Holding current value
$820,298
Previous $822 Million
0.66%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
798Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$699 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$627 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$562 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$265 Million0.4% of portfolio