Vertex Planning Partners, LLC Ishares Core High Dividend ETF Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,859 shares of HDV stock, worth $327,183. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,859
Previous 2,859
-0.0%
Holding current value
$327,183
Previous $311 Million
8.21%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding HDV
# of Institutions
812Shares Held
48.1MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$524 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$399 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$359 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$344 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$256 Million0.12% of portfolio