Vertex Planning Partners, LLC Amplify ETF Tr Trnsformational Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,000 shares of BLOK stock, worth $293,000. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,000Holding current value
$293,000% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding BLOK
# of Institutions
260Shares Held
6.57MCall Options Held
145KPut Options Held
57.7K-
Morgan Stanley New York, NY1.22MShares$89.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$49.9 Million0.01% of portfolio
-
Gradient Investments LLC427KShares$31.3 Million0.61% of portfolio
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Wells Fargo & Company San Francisco, CA357KShares$26.1 Million0.0% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL215KShares$15.8 Million0.24% of portfolio