Vertex Planning Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 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 159,112 shares of DYNF stock, worth $7.84 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
159,112
Previous 127,649
24.65%
Holding current value
$7.84 Million
Previous $5.67 Billion
31.78%
% of portfolio
1.94%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
387Shares Held
209MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc64.1MShares$3.16 Billion1.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$857 Million0.42% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$648 Million0.05% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.63MShares$475 Million1.73% of portfolio
-
Cwm, LLC8.88MShares$438 Million1.97% of portfolio