Vertex Planning Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,202 shares of IJT stock, worth $598,154. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,202
Previous 4,201
0.02%
Holding current value
$598,154
Previous $540 Million
8.63%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$620 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$455 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$266 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$164 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$162 Million0.04% of portfolio