Vertex Planning Partners, LLC Jpmorgan International Bond Op Transaction History

Vertex Planning Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$44.73 - $47.87 $6.4 Million - $6.85 Million	-142,996 Reduced 96.66%	4,943 $236 Million
Q3 2023 Nov 14, 2023	BUY	$45.45 - $46.85 $90,854 - $93,653	1,999 Added 1.37%	147,939 $6.73 Billion
Q2 2023 Aug 14, 2023	BUY	$46.54 - $47.94 $2.73 Million - $2.81 Million	58,694 Added 67.27%	145,940 $6.8 Billion
Q1 2023 May 16, 2023	BUY	$46.09 - $47.79 $295,851 - $306,764	6,419 Added 7.94%	87,246 $4.13 Billion
Q4 2022 Feb 06, 2023	BUY	$43.92 - $46.78 $3.55 Million - $3.78 Million	80,827 New	80,827 $3.72 Billion

124

8.03M

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