Vertex Planning Partners, LLC BLACKROCK ETF TRUST Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025
Number of Shares
479,787
Previous 473,148 1.4%
Holding current value
$13.1 Billion
Previous $12.2 Billion 6.85%
% of portfolio
2.73%
Previous 2.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
6,639 Added 1.4%
479,787 $13.1 Billion
Q1 2025

May 14, 2025
BUY
N/A
19,211 Added 4.23%
473,148 $12.2 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
453,937 New
453,937 $11.2 Billion
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