Vertex Planning Partners, LLC Wiswisdomtree Tr Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 64,212 shares of DNL stock, worth $2.51 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
64,212
Previous 52,654 21.95%
Holding current value
$2.51 Million
Previous $1.95 Billion 28.21%
% of portfolio
0.69%
Previous 0.58%

Shares

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

May 13, 2024
BUY
$35.41 - $39.06 $409,268 - $451,455
11,558 Added 21.95%
64,212 $2.5 Billion
Q4 2023

Feb 14, 2024
SELL
$31.84 - $37.1 $626,452 - $729,942
-19,675 Reduced 27.2%
52,654 $1.95 Billion
Q3 2023

Nov 14, 2023
SELL
$33.17 - $36.65 $428,854 - $473,847
-12,929 Reduced 15.16%
72,329 $2.42 Billion
Q2 2023

Aug 14, 2023
BUY
$34.59 - $36.52 $369,974 - $390,617
10,696 Added 14.35%
85,258 $3.05 Billion
Q1 2023

May 16, 2023
BUY
$32.54 - $35.82 $977,111 - $1.08 Million
30,028 Added 67.43%
74,562 $2.64 Billion
Q4 2022

Feb 06, 2023
BUY
$28.91 - $33.63 $1.29 Million - $1.5 Million
44,534 New
44,534 $1.44 Billion

Others Institutions Holding DNL

# of Institutions
106
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

DNL Quotes by TradingView
  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email