Vertex Planning Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 64,266 shares of IEI stock, worth $7.44 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
64,266Holding current value
$7.44 Million% of portfolio
1.64%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
796Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.21 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$787 Million0.07% of portfolio
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Invesco Ltd. Atlanta, GA6.4MShares$740 Million0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$482 Million1.02% of portfolio
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Envestnet Asset Management Inc3.69MShares$426 Million0.14% of portfolio