Vertex Planning Partners, LLC Pimco Active Bond Exchange Tra Transaction History

Vertex Planning Partners, LLC

  • $385 Billion
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$90.6 - $92.67 $436,963 - $446,947
-4,823 Reduced 65.09%
2,587 $238 Million
Q4 2023

Feb 14, 2024
SELL
$85.36 - $93.18 $8.34 Million - $9.1 Million
-97,694 Reduced 92.95%
7,410 $685 Million
Q3 2023

Nov 14, 2023
BUY
$87.73 - $91.9 $70,271 - $73,611
801 Added 0.77%
105,104 $9.24 Billion
Q2 2023

Aug 14, 2023
BUY
$90.82 - $93.46 $9.47 Million - $9.75 Million
104,303 New
104,303 $9.56 Billion

Others Institutions Holding BOND

# of Institutions
422
Shares Held
35.6M
Call Options Held
0
Put Options Held
0
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