Vertex Planning Partners, LLC Purchases in Q3 2024

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
44.9K
New
$79.1 - $90.77 $3.55M - $4.08M
44.9K $4.05B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
82.8K
+ 306.06%
$45.2 - $47.87 $3.74M - $3.96M
110K $5.22B
AAPL
Apple Inc.

Technology
5.42K
+ 6.38%
$207.23 - $234.82 $1.12M - $1.27M
90.4K $21.1B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
53K
+ 131.14%
$46.96 - $52.62 $2.49M - $2.79M
93.4K $4.87B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.82K
+ 0.68%
$51.29 - $56.57 $247K - $272K
715K $40.5B
TFLO
Ishares Treasury Floating Rate

ETFs
35.7K
+ 22.33%
$50.42 - $50.66 $1.8M - $1.81M
195K $9.89B
USFR
Wisdomtree Floating Rate Treas

ETFs
35.6K
+ 5.41%
$50.2 - $50.48 $1.79M - $1.8M
693K $34.8B
EFV
Msci Eafe Value ETF

ETFs
27.2K
+ 167.18%
$51.72 - $57.96 $1.41M - $1.58M
43.5K $2.5B
DTH
Wisdomtree Tr

ETFs
3.88K
+ 1.19%
$37.62 - $41.83 $146K - $162K
330K $13.7B
SPYG
Spdr Portfolio

ETFs
2.71K
+ 1.19%
$73.38 - $84.1 $199K - $228K
230K $19.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.8K
+ 4.9%
$44.24 - $49.47 $345K - $386K
167K $8.26B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.9K
+ 28.48%
$44.83 - $47.42 $580K - $614K
58.4K $2.75B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.17K
+ 12.15%
$56.04 - $62.99 $458K - $514K
75.4K $4.61B
IVE
Ishares S&P 500 Value ETF

ETFs
1.19K
+ 4.75%
$181.06 - $197.17 $215K - $235K
26.2K $5.17B
Blackrock ETF Trust Ii
10.9K
+ 49.48%
N/A
32.9K $1.76B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
411
+ 0.43%
$70.02 - $76.68 $28.8K - $31.5K
95.5K $7.32B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.82K
+ 84.47%
$91.42 - $91.82 $441K - $442K
10.5K $966M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.18K
+ 5.78%
$162.64 - $179.3 $191K - $211K
21.5K $3.86B
BX
Blackstone Inc.

Financial Services
2.21K
New
$120.77 - $159.66 $267K - $353K
2.21K $338M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.47K
+ 1.41%
$33.74 - $37.96 $49.6K - $55.8K
106K $3.98B
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.18%
$163.84 - $199.33 $2.95K - $3.59K
10.2K $2.02B
KKR
Kkr & Co. Inc.

Financial Services
2.03K
New
$104.51 - $133.23 $212K - $270K
2.03K $265M
MAIN
Main Street Capital Corp

Financial Services
5.2K
New
$47.05 - $52.25 $245K - $272K
5.2K $261M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.54K
+ 74.54%
$100.3 - $100.74 $254K - $255K
5.94K $598M
T
At&T Inc.

Communication Services
11K
New
$18.21 - $22.28 $201K - $246K
11K $243M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
423
+ 0.8%
$48.51 - $52.86 $20.5K - $22.4K
53.5K $2.83B
EFG
Msci Eafe Growth ETF

ETFs
1.1K
+ 5.32%
$96.84 - $108.77 $106K - $119K
21.7K $2.33B
MUST
Columbia ETF Tr I Multi Sector

ETFs
10.8K
New
$20.28 - $20.85 $219K - $225K
10.8K $225M
IDU
Ishares Tr U S Utils ETF

ETFs
2.07K
New
$87.2 - $102.21 $180K - $211K
2.07K $211M
AVGO
Broadcom Inc.

Technology
1.19K
New
$136.27 - $1745.86 $162K - $2.07M
1.19K $205M
USB
Us Bancorp \De\

Financial Services
4.45K
New
$39.04 - $47.23 $174K - $210K
4.45K $203M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.64K
+ 25.52%
$53.41 - $57.9 $141K - $153K
13K $751M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.04K
+ 1.81%
$50.52 - $50.95 $154K - $155K
171K $8.7B
GLD
Spdr Gold Trust

ETFs
320
+ 14.19%
$215.56 - $246.98 $69K - $79K
2.58K $626M
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.1%
$66.91 - $81.4 $669 - $814
9.74K $786M
MBB
Ishares Tr

ETFs
821
+ 8.49%
$90.85 - $96.66 $74.6K - $79.4K
10.5K $1.01B
MUB
Ishares National Muni Bond ETF

ETFs
712
+ 9.18%
$106.13 - $108.7 $75.6K - $77.4K
8.47K $920M
JNJ
Johnson & Johnson

Healthcare
65
+ 1.26%
$145.48 - $167.38 $9.46K - $10.9K
5.21K $844M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$316.8 - $391.12 $317 - $391
1.56K $609M
META
Meta Platforms, Inc.

Communication Services
48
+ 5.57%
$453.41 - $572.44 $21.8K - $27.5K
909 $520M
HYMU
Blackrock ETF Tr Ii High Yield
3.27K
+ 28.49%
$22.51 - $23.25 $73.6K - $76.1K
14.8K $342M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
2.22K
+ 4.75%
$23.89 - $24.58 $53K - $54.6K
49K $1.2B
IFRA
Ishares Tr

ETFs
882
+ 11.82%
$41.55 - $46.97 $36.6K - $41.4K
8.34K $392M
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 1.38%
$213.3 - $270.78 $4.05K - $5.14K
1.39K $377M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
3.1K
+ 13.38%
$17.71 - $18.5 $54.8K - $57.3K
26.2K $483M
IBM
International Business Machines Corp

Technology
47
+ 3.62%
$175.1 - $223.38 $8.23K - $10.5K
1.35K $298M
VGSH
Vanguard

ETFs
1.03K
+ 10.11%
$57.74 - $59.13 $59.2K - $60.6K
11.2K $659M
DFAU
Dimensional ETF Tr

ETFs
1.25K
+ 13.63%
$35.8 - $39.69 $44.7K - $49.5K
10.4K $413M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.03K
+ 13.26%
$51.78 - $52.98 $53.1K - $54.4K
8.76K $464M
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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