Vertex Planning Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 93,503 shares of DTD stock, worth $7.82 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
93,503
Previous 93,383
0.13%
Holding current value
$7.82 Million
Previous $7.19 Billion
3.47%
% of portfolio
1.55%
Previous 1.57%
Shares
11 transactions
Others Institutions Holding DTD
# of Institutions
220Shares Held
9.39MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.94MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.08MShares$90.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC765KShares$64 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA402KShares$33.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL353KShares$29.5 Million0.05% of portfolio