Vertex Planning Partners, LLC Purchases and Sells in Q3 2024

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHZ	82.8K + 306.06%	$45.2 - $47.87 $3.74M - $3.96M	110K $5.22B
AAPL	5.42K + 6.38%	$207.23 - $234.82 $1.12M - $1.27M	90.4K $21.1B
PXF	53K + 131.14%	$46.96 - $52.62 $2.49M - $2.79M	93.4K $4.87B
JQUA	4.82K + 0.68%	$51.29 - $56.57 $247K - $272K	715K $40.5B
TFLO	35.7K + 22.33%	$50.42 - $50.66 $1.8M - $1.81M	195K $9.89B
USFR	35.6K + 5.41%	$50.2 - $50.48 $1.79M - $1.8M	693K $34.8B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BMO	44.9K New	$79.1 - $90.77 $3.55M - $4.08M	44.9K $4.05B
BX	2.21K New	$120.77 - $159.66 $267K - $353K	2.21K $338M
KKR	2.03K New	$104.51 - $133.23 $212K - $270K	2.03K $265M
MAIN	5.2K New	$47.05 - $52.25 $245K - $272K	5.2K $261M
T	11K New	$18.21 - $22.28 $201K - $246K	11K $243M
MUST	10.8K New	$20.28 - $20.85 $219K - $225K	10.8K $225M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-111K - 28.73%	$24.86 - $26.33 $2.76M - $2.92M	275K $7.19B
SPEM	-22.4K - 42.41%	$36.02 - $41.68 $807K - $934K	30.4K $1.26B
SPY	-2.66K - 6.49%	$517.38 - $573.86 $1.37M - $1.52M	38.2K $21.9B
SPTL	-14.2K - 24.67%	$26.69 - $29.87 $379K - $424K	43.3K $1.26B
IEMG	-6.22K - 31.26%	$53.64 - $53.64 $334K - $334K	13.7K $786M
XLK	-499 - 1.24%	$197.34 - $237.68 $98.5K - $119K	39.9K $9B

Activity Summary All Purchases 85 New Holdings 9 Increased Positions 76 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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