Vertex Planning Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 168,856 shares of DYNF stock, worth $8.36 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
168,856
Previous 166,912
1.16%
Holding current value
$8.36 Million
Previous $8.26 Billion
4.81%
% of portfolio
1.91%
Previous 1.97%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
524Shares Held
272MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.22 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.24 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$864 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$481 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$417 Million1.79% of portfolio