Vertex Planning Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
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 175,590 shares of DYNF stock, worth $9.09 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
175,590
Previous 168,856
3.99%
Holding current value
$9.09 Million
Previous $8.65 Billion
1.06%
% of portfolio
1.87%
Previous 1.91%
Shares
5 transactions
Others Institutions Holding DYNF
# of Institutions
575Shares Held
310MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.56 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.47 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$964 Million0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$516 Million0.04% of portfolio
-
Cwm, LLC8.02MShares$416 Million1.56% of portfolio