Vertex Planning Partners, LLC Spdr S&P Global Infrasture ETF Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr S&P Global Infrasture ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,435 shares of GII stock, worth $708,855. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,435
Previous 8,388
36.33%
Holding current value
$708,855
Previous $454 Million
37.58%
% of portfolio
0.16%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding GII
# of Institutions
98Shares Held
2.84MCall Options Held
0Put Options Held
0-
Wealth Architects, LLC583KShares$36.2 Million4.02% of portfolio
-
Mariner, LLC Overland Park, KS310KShares$19.2 Million0.03% of portfolio
-
Hills Bank & Trust CO217KShares$13.4 Million0.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC181KShares$11.2 Million0.01% of portfolio
-
Warren Street Wealth Advisors, LLC143KShares$8.84 Million3.95% of portfolio