Vertex Planning Partners, LLC Ishares Msci Global Min Vol Fa Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,965 shares of ACWV stock, worth $733,205. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,965
Previous 7,765
10.3%
Holding current value
$733,205
Previous $779 Million
5.9%
% of portfolio
0.2%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding ACWV
# of Institutions
326Shares Held
22.8MCall Options Held
10.5KPut Options Held
6K-
Sei Investments CO Oaks, PA2.76MShares$291 Million0.44% of portfolio
-
Aspiriant, LLC2.47MShares$260 Million10.79% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A62.35MShares$248 Million0.24% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$208 Million27.92% of portfolio
-
Black Rock Inc. New York, NY1.74MShares$183 Million0.0% of portfolio