Vertex Planning Partners, LLC Ishares Tr Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,001 shares of IFRA stock, worth $291,801. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,001
Previous 6,489
7.89%
Holding current value
$291,801
Previous $261 Million
16.17%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IFRA
# of Institutions
408Shares Held
40.2MCall Options Held
26KPut Options Held
5K-
Envestnet Asset Management Inc6.7MShares$279 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.06MShares$211 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$78.6 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.56MShares$65 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.31MShares$54.5 Million0.01% of portfolio